PPI analysis of Aviva (formerly Friends Life) proposals for a single rate of pensions tax relief
In November 2014 Aviva (formerly Friends Life) approached the PPI to ask it to review and validate its public policy proposal for the reform of pension tax relief. The PPI commenced this work at the beginning of December 2014. Aviva's stated purpose for developing the policy proposal is to help inform the ongoing debate surrounding the future of pension tax relief. This document has been updated in September 2015 to allow for the potential impact of automatic enrolment.
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Keywords: Aviva, tax relief, matching contributions, tax incentives, lifetime allowance, annual allowance, tax-free, lump sum, trivial commutation, Inland Revenue, HMRC, Her Majesty's Revenue & Customs, HM Treasury, Budget, pre-Budget, Friends Life