SCHEDULES

SCHEDULE 28Inheritance of tax-relieved pension savings

Amendments of Part 4 of FA 2004

2

(1)

Section 172 (assignment) is amended as follows.

(2)

In subsection (3)—

(a)

in paragraph (a), for “an actual or” substitute “ a ”, and

(b)

in paragraph (b), for “the member” substitute “ a member of the pension scheme ”.

(3)

After subsection (6) insert—

“(6A)

References in this section to a benefit to which the member or a person has an entitlement under the pension scheme includes rights to payments under—

(a)

a scheme pension or dependants' scheme pension provided by the scheme administrator or as a result of the application of sums or assets held for the purposes of the pension scheme, or

(b)

a lifetime annuity or dependants' annuity purchased by the application of sums or assets held for the purposes of the pension scheme.”