Rules for Deferral of State Pension

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  • #22031

    Hello all,

    I am currently trying to prepare training notes on the rules for deferral of state pension, but i’m not sure that i am really understanding it myself.

    My problem is with dates (story of my life….)

    Where a pensioner has deferred drawing their pension for over a year and then decides to take a lump sum. If the lump sum is paid to them on a Monday, am i correct in thinking the capital and the disregard are applied to their claim from that Monday? (but if paid on the Tuesday- it takes effect from the following Monday).

    But if the customer decides to take the increased weekly amount of State Pension- if it is paid from a Monday, it would only take effect from the following Monday??

    Or am i reading A19/2005 incorrectly?

    Any help would be much appreciated.


    I think you have got that exactly spot on. 🙂

    That’s what I put in my training notes as well. 8)

    Stuart Macd

    Sorry to be a pain but is there any chance I could have a copy of the training note.


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