Do we have your correct PIR?

prescribed-investor-rate

We recently contacted you to check that the current Prescribed Investor Rate (PIR) we hold for you is correct, and what to do if you need to change it. It’s important to let us know your correct PIR so that we can calculate how much tax we need to pay on your investment income, on your behalf.

If you need to check your PIR rate you can use our simple calculator or visit the IRD website for more information. You can also get in touch with your Britannia adviser (contact details at the top of this newsletter) or call Britannia directly on 0800 500 811. We are here to help.

Because your PIR can change from year to year, it’s vital we have your details right. If your PIR rate has changed, please let us know immediately.

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Disclosure Statements for our Authorised Financial Advisers are available on request and free of charge. Product Disclosure Statements for the Britannia Retirement Scheme and the Integral Master Trust are available from the schemes’ issuer, Britannia Financial Services Limited, phone 0800 500 811.

Need help in securing your financial future?
Call us 0800 28 28 33