Jargon Buster

The world of financial services and pensions is often filled with complex jargon and “business-speak”. This tool provides plain-English explanations of jargon to make technical language clear and accessible to every audience.

For IFGL Pensions Customers only

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M
MPAA
‘Money purchase annual allowance’. This applies when you take income from a defined contribution scheme. Once you trigger the MPAA, your annual allowance from defined contribution schemes is reduced to £10,000. Paying more than this in a tax year will trigger a tax charge.
Marginal tax rate
The rate of tax you pay on the income you receive over and above the personal allowance. For example, if you earn £70,000, you will have a marginal tax rate of 40% (correct in the 2025/26 tax year).
Market value
The price an investment might achieve when placed for sale on an exchange or other sales platform.
Member
A person who has been admitted to membership of a pension scheme and is entitled to benefits under the scheme. This includes active members and individuals who have benefits from a scheme but are not actively a member of the scheme, for example, they had a company pension and moved to a new employer.


Is there jargon we use that you don’t fully understand? Please email us at info@ifglpensions.com and we will add the word to our Jargon Buster.