- Establish which clients are – or are likely to be – subject to the tapered annual allowance in the 2023/24 tax year.
- Run our Pension Summary report to check the level of your clients’ regular contributions and review if any adjustments are necessary. To run your report, select 'Firm' from the left-hand menu of our Client Management facility followed by 'Reporting Services'. You'll then be able to select the report which will be ready within 24 hours.
If you need more help with using the Pension Summary report, you may find it useful to download our user guide.