UK Pension and other state benefits 07 - Pensions, retirement annuities and taxable lump sums treated as pensions
Your pension payers will give you a P60 (End of Year certificate) or similar statement. Add together all UK retirement annuities and pensions (other than the State Pension), including those:
- from your, or your late husband's, wife's or civil partner's, employer
- from personal pension plans and stakeholder pension plans
- paid as drawdown pensions, income withdrawals, from any type of registered pension scheme
- paid as flexible drawdown from any type of registered pension scheme during a period of temporary non residence - see Helpsheet 346 - Pension savings tax charges - guidance for members of overseas pension schemes
- from Additional Voluntary Contributions schemes, including Free-Standing Additional Voluntary Contributions
- for injuries at work or for work-related illnesses
- from service in the Armed Forces, including a Survivor's Guaranteed Income Payment from the Armed Forces Compensation Scheme for widows, widowers, partners or surviving civil partners of deceased service personnel
- from retirement annuity contracts or trust schemes, but not purchased life annuities
- taxable parts of lump sums you received instead of a small pension, 'triviality payment' or 'trivial lump sum'
Enter in this field the total gross amount before any tax has been deducted, less any 10% deduction if applicable.
Do not include pension death benefits you are entitled to from 6 April 2020.
For more information on UK pensions see the 'Pensions' section in How to fill in your Tax Return.
