Uniform Pension Statement (UPS)

Your annual Uniform Pension Statement (UPS)

Every year you receive a personal pension statement from your pension fund: the Uniform Pension Statement (UPS). The UPS is a short overview of your pension, based on the details we held on file as at 1 January. You can find your Uniform Pension Statements in My documents in MyIFFPension.  

Factor A on your UPS

You may need Factor A for your 2019 tax return. If you receive several pension statements you will have to take the Factor A from each of the statements and add them together. If you want to calculate your tax scope please us the Tax and Customs Administration’s Annuity Calculator. An independent adviser may also be able to help you with this.