Minimum income threshold: Category E—pensions
Produced in partnership with Jo Renshaw of Turpin & Miller LLP
Minimum income threshold: Category E—pensions

The following Immigration guidance note Produced in partnership with Jo Renshaw of Turpin & Miller LLP provides comprehensive and up to date legal information covering:

  • Minimum income threshold: Category E—pensions
  • Permitted combinations of sources
  • Specified evidence at a glance

This Practice Note looks at the requirements for applications which rely in whole or in part on income derived from pension sources in order to meet the minimum income threshold under the five-year route to settlement under Appendix FM.

As with the other sources of income that can be relied on, pension income is assigned a lettered category (E) in the Immigration Directorate Instruction that deals with the financial requirements, and in the relevant immigration forms. These categories are not referred to in Appendix FM or Appendix FM-SE of the Immigration Rules, although the requirements that underpin the split into categories are.

Gross annual income from any state (whether UK basic state pension and additional or second state pension, or pension received from an overseas pension authority) or private pension received by either the applicant partner or the sponsoring partner can be counted towards meeting the minimum income threshold. This is the case for entry clearance applications and applications for further leave to remain.

War Disablement Pension, War Widow/Widower’s Pension and any other pension or eq