Inheriting SERPS and S2P – Cape Academy

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Introduction & Key Terms

State Pension benefits: historic and current

Reaching SPA before 6th April 2016
Reaching SPA on or after 6th April 2016
Establishing the foundation amount

How the State Pension works

National Insurance Contributions (NICs)
Class 3 NICs
Class 3A NICs
Increases in payment to the State Pension
Deferring the State Pension
Taxation of the State Pension
Payment of the State Pension overseas
SPA and proposed changes
State Death Benefits
Inheriting SERPS and S2P

Pension Credit framework

State pension credit entitlement
Guarantee Credit
Savings Credit

Tests

Return to Solo 7 (RO4) course

Inheriting SERPS and S2P

The table below shows the amount of SERPS that can be claimed, but for S2P the maximum is 50%

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