Brand Bitesize: Maximum Tax Relievable Pension Contributions
Understanding the maximum tax-relievable pension contribution is a key area of the CII R03 Personal Taxation syllabus and regularly appears in wider financial planning exams such as R06, AF5 and AF7. In this Brand Bitesize video, we explain the rules that determine how much can be contributed to a pension with tax relief.
This video is correct as at 9 June 2026.
Maximum Tax Relievable Pension Contributions
In this video, we cover:
- The Annual Allowance
- Carry Forward
- Relevant UK Earnings Test
- Employer vs Personal Contributions
- How to calculate the maximum pension contribution
Using a worked example, we demonstrate how a client’s available annual allowance can differ from the amount they can personally contribute and receive tax relief on.
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