Common use of Lifetime Allowance Clause in Contracts

Lifetime Allowance. If at 5 April 2006 you were taking a pension income from any pension scheme go to Section 5 If you have previously taken benefits from any pension scheme since 5 April 2006 go to Section 6 If this is the first time you have ever taken benefits from any pension scheme go to Section 7 5 Pre 6 April 2006 Benefits If at 5 April 2006 you were taking a pension income please provide details below; otherwise go to section 7 PLAN/SCHEME NAME PLAN/SCHEME TYPE MAXIMUM ANNUAL INCOME* gross p.a. gross p.a. gross p.a. *This may be different to the actual amount being taken If you have taken benefits since 5 April 2006 please provide the total percentage of lifetime allowance used to date* % *If you were taking a pension income prior to 6 April 2006 we will assume the percentage of lifetime allowance used includes this. If you have Primary Protection with lump sum rights over £375,000 on 5 April 2006 please provide the following details: DATE OF BENEFIT CRYSTALLISATION EVENT AMOUNT OF PENSION COMMENCEMENT LUMP SUM PAID Benefit Payment Form Brooklands SIPP 7 Benefits Required IMPORTANT Taking benefits from your pension under flexi-access will limit the amount you can contribute to your pension. If you are unsure as to the circumstances that will limit the level of contributions that you can make please refer to your financial adviser. Please confirm the benefits required Tax Free Cash I want the maximum* Yes No * 25% of the active fund value. I want a specific amount* £ * This must be within 25% of your tax free cash allowance. Pension Income (this may be subject to income tax) I want the maximum* Yes No * If your pension in in capped drawdown. I want a specific amount £ gross p.a. I want the income paid Monthly Quarterly Half yearly Annually One off ad hoc payment I want it paid In Arrears In Advance If a pension is required, the cash funding this payment must be available in the SIPP Xxxxx Xxxxx bank account before midday on the 10th of the month in which the pension payment is being paid. This will allow sufficient time to include the pension payment on the PAYE payroll which runs on the 15th of the month. The funds may take a few days thereafter to reach your personal bank account. Exhaust I want to take the remaining tax free cash and close the SIPP* Yes No * This may have tax implications. Benefit Payment Form Brooklands SIPP

Lifetime Allowance. If at 5 April 2006 you were taking a pension income from any pension scheme go to Section 5 If you have previously taken benefits from any pension scheme since 5 April 2006 go to Section 6 If this is the first time you have ever taken benefits from any pension scheme go to Section 7 5 Pre 6 April 2006 Benefits If at 5 April 2006 you were taking a pension income please provide details below; otherwise go to section 7 PLAN/SCHEME NAME PLAN/SCHEME TYPE MAXIMUM ANNUAL INCOME* gross p.a. gross p.a. gross p.a. *This may be different to the actual amount being taken If you have taken benefits since 5 April 2006 please provide the total percentage of lifetime allowance used to date* % *If you were taking a pension income prior to 6 April 2006 we will assume the percentage of lifetime allowance used includes this. If you have Primary Protection with lump sum rights over £375,000 on 5 April 2006 please provide the following details: DATE OF BENEFIT CRYSTALLISATION EVENT AMOUNT OF PENSION COMMENCEMENT LUMP SUM PAID Benefit Payment Form Brooklands International Expat SIPP 7 Benefits Required IMPORTANT Taking benefits from your pension under flexi-access will limit the amount you can contribute to your pension. If you are unsure as to the circumstances that will limit the level of contributions that you can make please refer to your financial adviser. Please confirm the benefits required Tax Free Cash I want the maximum* Yes No * 25% of the active fund value. I want a specific amount* £ * This must be within 25% of your tax free cash allowance. Pension Income (this may be subject to income tax) I want the maximum* Yes No * If your pension in in capped drawdown. I want a specific amount £ gross p.a. I want the income paid Monthly Quarterly Half yearly Annually One off ad hoc payment I want it paid In Arrears In Advance If a pension is required, the cash funding this payment must be available in the SIPP Xxxxx Xxxxx bank account before midday on the 10th of the month in which the pension payment is being paid. This will allow sufficient time to include the pension payment on the PAYE payroll which runs on the 15th of the month. The funds may take a few days thereafter to reach your personal bank account. Exhaust I want to take the remaining tax free cash and close the SIPP* Yes No * This may have tax implications. Benefit Payment Form Brooklands SIPP.

Lifetime Allowance. If at 5 April 2006 you were taking a pension income from any pension scheme go to Section 5 If you have previously taken benefits from any pension scheme since 5 April 2006 go to Section 6 If this is the first time you have ever taken benefits from any pension scheme go to Section 7 5 Pre 6 April 2006 Benefits If at 5 April 2006 you were taking a pension income please provide details below; otherwise go to section 7 PLAN/SCHEME NAME PLAN/SCHEME TYPE MAXIMUM ANNUAL INCOME* gross p.a. gross p.a. gross p.a. *This may be different to the actual amount being taken If you have taken benefits since 5 April 2006 please provide the total percentage of lifetime allowance used to date* % *If you were taking a pension income prior to 6 April 2006 we will assume the percentage of lifetime allowance used includes this. If you have Primary Protection with lump sum rights over £375,000 on 5 April 2006 please provide the following details: DATE OF BENEFIT CRYSTALLISATION EVENT AMOUNT OF PENSION COMMENCEMENT LUMP SUM PAID Benefit Payment Form Brooklands SIPP 7 Benefits Required IMPORTANT Taking benefits from your pension under flexi-access will limit the amount you can contribute to your pension. If you are unsure as to the circumstances that will limit the level of contributions that you can make please refer to your financial adviser. Please confirm the benefits required Tax Free Cash I want the maximum* Yes No * 25% of the active fund value. Yes No I want a specific amount* £ * This must be within 25% of your tax free cash allowance. Pension Income (this may be subject to income tax) I want the maximum* Yes No * If your pension in in capped drawdown. I want a specific amount £ gross p.a. I want the income paid Monthly Monthy Quarterly Half yearly Annually One off ad hoc payment I want it paid In Arrears In Advance If a pension is required, the cash funding this payment must be available in the SIPP Xxxxx Xxxxx bank account before midday on the 10th of the month in which the pension payment is being paid. This will allow sufficient time to include the pension payment on the PAYE payroll which runs on the 15th of the month. The funds may take a few days thereafter to reach your personal bank account. Exhaust I want to take the remaining tax free cash and close the SIPP* Yes No * This may have tax implications. Benefit Payment Form Brooklands SIPP

Lifetime Allowance. If at 5 April 2006 you were taking a pension income from any pension scheme go to Section 5 If you have previously taken benefits from any pension scheme since 5 April 2006 go to Section 6 If this is the first time you have ever taken benefits from any pension scheme go to Section 7 5 Pre 6 April 2006 Benefits If at 5 April 2006 you were taking a pension income please provide details below; otherwise go to section 7 PLAN/SCHEME NAME PLAN/SCHEME TYPE MAXIMUM ANNUAL INCOME* gross p.a. gross p.a. gross p.a. *This may be different to the actual amount being taken If you have taken benefits since 5 April 2006 please provide the total percentage of lifetime allowance used to date* % *If you were taking a pension income prior to 6 April 2006 we will assume the percentage of lifetime allowance used includes this. If you have Primary Protection with lump sum rights over £375,000 on 5 April 2006 please provide the following details: DATE OF BENEFIT CRYSTALLISATION EVENT AMOUNT OF PENSION COMMENCEMENT LUMP SUM PAID Benefit Payment Form Brooklands IVCM Heritage SIPP 7 Benefits Required IMPORTANT Taking benefits from your pension under flexi-access will limit the amount you can contribute to your pension. If you are unsure as to the circumstances that will limit the level of contributions that you can make please refer to your financial adviser. Please confirm the benefits required Tax Free Cash I want the maximum* Yes No * 25% of the active fund value. I want a specific amount* £ * This must be within 25% of your tax free cash allowance. Pension Income (this may be subject to income tax) I want the maximum* Yes No * If your pension in in capped drawdown. I want a specific amount £ gross p.a. I want the income paid Monthly Quarterly Half yearly Annually One off ad hoc payment I want it paid In Arrears In Advance If a pension is required, the cash funding this payment must be available in the SIPP Xxxxx Xxxxx bank account before midday on the 10th of the month in which the pension payment is being paid. This will allow sufficient time to include the pension payment on the PAYE payroll which runs on the 15th of the month. The funds may take a few days thereafter to reach your personal bank account. Exhaust I want to take the remaining tax free cash and close the SIPP* Yes No * This may have tax implications. Benefit Payment Form Brooklands SIPP.