Pensions Update Finance Act 2011

Pension Fund thresholds (applicable to the value of the funds on 7th December 2010)

New Standard Fund threshold (SFT)                                            €2,300,000

Maximum pension lump sum                                                            €575,000

of which the maximum tax free lump sum is                                    €200,000

(the remaining lump sum is taxable at the standard rate)

 

For individuals whose fund values were greater than €2.3m at 7th December 2010 they may apply for a Personal Fund Threshold.  For details contact our office.

 

Earnings for tax relief limits

Earnings Limit for 2010                       €150,000

Earnings Limit for 2011                       €115,000

 

Age Related contribution limits

                           % of net relevant earnings

Under 30                   15%

30-39                         20%

40-49                         25%

50-54                         30%

55-59                         35%

60-75                         40%

 

Maximum occupational contributions as a percentage of salary per annum

Age                              Retirement Age 60                     Retirement  Age 65                                  

                                      Male             Female                     Male          Female

30                                    72%              67%                          54%           49%

35                                    86%              80%                          63%           58%

40                                  108%            100%                         76%            69%

45                                  144%            133%                         95%            86%

50                                  216%            200%                       126%          115%

 

Approved Retirement Fund

AMRF requirements                                                             €119,800

Specified Income                                                                  €18,000 p.a

Imputed distribution rate from 2010 onwards                        5%

 

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