Halifax Pensions

FREE Halifax Pension Review

FREE Review of your Halifax Pension
ProviderFREE Pension FindingService Features:More Info
yesPensionBee will find all your old pensions and combine them into a single, good-value, online plan. No jargon, no piles of paperwork and no surprise fees. Just a simple online pension that brings together all your retirement savings and puts you in controlMore Info >
Take Control Of Your Pension - Pension Transfer Options
ProviderSIPP NameSet Up FeeAnnual FeeFeaturesMore Info
FREE£155 pa + VATChoose from over 2,000 funds, shares, ETFs, investment trusts, gilts, bonds and more to create a portfolio tailored to your investment goals.More Info >
FREE£100 + VAT. Platform charge from 0.25%Through the Charles Stanley Direct SIPP you may access a wide range of investments including Equities listed on UK and Overseas Markets, over 1500 Funds (Unit Trusts & OEICs), ETFs & ETC’s, Gilts & Bonds, Investment Trusts & REITs. More Info >
FREE0.45% (max £200)Features; Choose from more than 2,500 funds, shares, investment trusts, gilts, corporate bonds, ETFs and cash. More Info >
FREETiered up to £100The AJ Bell Youinvest SIPP has over 4,000 funds and over 21 markets, investment trusts, tracker funds (ETFs) and stocks and shares to choose from.More Info >
FREE0.35%Over 2000 Funds from 75 different Fund Managers. Invest from as little as £100 per month.More Info >
The value of investments and any return from them can fall as well as rise and you may not get back the full amount invested. Please ensure that you read the Important Risk Information below.

Halifax Pension Review

If you are looking for advice on Halifax whether you are looking to start your first pension scheme as an Individual or a Company, looking to transfer your pension or you are about to retire making the right choice is not always straightforward.


Halifax pensions provide stakeholder plans which allow you to save money tax efficiently so that you can make the best use of it in later life. When you retire you can take up to 25% of your fund as a tax-free cash lump sum which you can use for anything you like. Features of Halifax stakeholder pensions include:


  • No initial charge
  • No minimum contribution
  • Can take money out from age 55
  • Can choose your own combination of investment funds
  • Can stop and start contributions when you want


Halifax pensions can be managed online, and there is also a stakeholder pension plan for the under 18s, which allow parents to invest on their children’s behalf to help provide for their long term future.


If you have a Halifax pension you may wish to review whether it is better to consolidate it into one plan. We work with Pensionbee who can combine your pensions into a new, online PensionBee plan. Their plans are managed by State Street and BlackRock, two of the biggest investment managers in the world. Your pension in one place, accessible online 24/7. See your balance, projected retirement income and make one-off or regular contributions. Their low fees mean it's likely to cost you less too.