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How do I get a statement of all my contributions?

For my self assessment tax return, how can I find my total contributions?

Written by Elis

You can see the amount you've paid in your activity section on your Penfold account.

Although we are working to make it possible to download your contribution statements directly from your account soon, for now, please reach out to Penfold customer support via chat or email at hello@getpenfold.com to have an official contribution statement on Penfold letterhead generated for you.

Please remember that if you have contributed to any other pension, separate from Penfold, you will also need to include these contributions in your self-assessment tax return.

You will also need to declare how much tax relief you've received on top of these contributions.

The contribution statements that we provide may not include any tax relief that may have been added to your pension within a tax year, because tax relief on personal contributions is typically applied 6–11 weeks after a payment is made.

How to calculate your total gross contributions for the tax year:
To work this out, take the total personal contributions shown on the statement and multiply that amount by 0.25. Then, add this figure to your total contributions. The resulting total is the gross contribution amount to use for your tax return.

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