Personal & Stakeholder Pensions Personal Pensions represent a popular and attractive way of
saving for your retirement.
All monies invested into your fund grow free of capital gains tax, and the contributions you make are
enhanced by income tax relief at source. For example if you invest £80, the government adds on tax
relief (currently 20%) to enhance your contribution to £100! If you are a higher rate taxpayer you can
claim additional relief through your pay coding.
A personal pension is an arrangement made in your name over which you have personal control. You
can alter your contributions, suspend them, or stop them completely.
You will be eligible to take 25% of your accumulated fund tax-free when you retire, from age 55, and
there are a range of options when you decide to take benefits.
Personal Pensions usually offer a range of investment mediums to suit your attitude to investment
risk, and you can change your investment at any time.
Stakeholder pensions are similar to personal pensions but have their charges capped at 1.5% for the
About Pensions
Company Pensions
Pensions Simplification
SIPPs (Self Invested Personal Pensions)
Personal & Stakeholder Pensions
first 10 years reducing to 1% thereafter. Whilst Stakeholders
are generally considered a little cheaper than Personal
Pensions, investment choices may be restricted.