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ESA Pensions and Annuities

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5 years 10 months ago #236337 by SueJ
ESA Pensions and Annuities was created by SueJ
I am just completing Pensions and Annuities form for the ESA. They state:
"We need to know about any pension or annuity income that you and your partner may get.
It may affect the amount of benefit that you are paid.

My question:

Do they mean any pension or annuity that I elect to be paid to my partner from my personal occupational pension?

or

do they mean they need to know my partners own personal occupational pension?

I ask this as we have our own occupational pensions from our respective jobs. We do not have any annuities either together or separately.

Thank you for any clarification on this.

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5 years 10 months ago #236381 by latetrain
Replied by latetrain on topic ESA Pensions and Annuities
Hi S J Bolton

I assume you are talking about ESA1 form. On the application form there is a column for you and a column for your partner, in your column you need to add any income and pensions you receive no matter how small monthly or annually, including stocks and shared and premium bonds. if you are unsure what to put down then add the information at the back of the form page 50 part 23 but reference it on the pensions page so they know where to look.

Gary

Nothing on this board constitutes legal advice - always consult a professional about specific problems

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