Maximum Lump Sum

Pengage MemberZone logo - a shield with three birds

HMRC set a maximum lump sum (one-off cash payment) you can take from your pension benefits, the lower of:
• 25% of the available Lifetime Allowance
• 25% of the Capital Value of your pension

The Capital Value of a Defined Benefit scheme, like the NHS schemes, is a multiple of the annual pension

Image shows max lump sums for
1995 Scheme Future Pension Income times 5.36
2008/2015 Scheme is Future Pension Income times 4.29
Pension Basics – Lump Sum How Much Max

Pengage uses Accessibility Checker to monitor our website's accessibility.











    Our Jargon Buster or Glossary of Terms