Previous pension benefits declaration form
Template previous pension benefits declaration form and notes
Go to Previous pension benefits declaration formPensions Tax
Guidance and documents relating to pensions tax
Last edited: Aug 05, 2026
Published: Jul 10, 2026
Templates
We have produced a number of templates to assist administering authorities.
Template transitional tax free amount certificate (TTFAC)
Transitional tax free amount certificate
Guidance for administering authorities
You can find pages dedicated to these topics:
The legislation, changes and the previous positions
How the lump sum allowances impact on the payment of a pension commencement lump sum
Lifetime allowance protections and enhancement factors
The legislation, changes and the previous positions
Abolition of the LTA technical guide
Go to Abolition of the LTA technical guideBackground and history
Pension commencement lump sum
Protection and enhancement factors
Transitional certificates
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