Fidante Benefits Package

Member Action Required! To participate in the Bonus Exchange plan, members must complete the Election Form (click here). This form must be signed and emailed to the Corporate Team at JMA (corporate@jmurray.co.uk) before the deadline as notified. Please note that Bonus Exchange contributions can only be paid to the Fidante Workplace Pension with AEGON.

What if I have any further questions?

Please contact the Corporate Team at JMA (corporate@jmurray.co.uk) Phone : 020 8642 3680

The following section of the Guide is only relevant to those genuinely affected by the Tapered Annual Allowance (TAA).

In brief, the TAA impacts any individual with total annual income (from all sources) that exceeds £260,000. Any member with total income around this level (or higher) should read on.

Anyone not currently affected by the TAA does not need to read on – the following detailed section does not apply to you .

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