Are you missing out on unclaimed money?
While celebrating the success with a client of her new job and impressive payrise, I suggested she ask some questions of her existing pension provider, and the pension provider at her new job, to explore her options.
During our discussion, I asked whether she was claiming higher rate tax relief on her pension contributions. She wasn’t aware that this was something she needed to do. She didn’t know she could claim, or that it was up to her to claim. Nor that by not claiming she could have been missing out on thousands of pounds.