Halifax Pensions

Get Impartial Advice on Halifax Pensions

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. 

Our Pension Service* provides:-

  • Impartial quotes & advice on your pension options.
  • Advice on  transferring pensions and transfer analysis comparing existing scheme benefits with the new scheme.
  • Information & Advice on Self Invested Pension schemes including the Halifax Self Invested Pension.
  • Close to retirement? - Quotes & Advice on your Annuity Options - You could get up to 40% more income by choosing the right annuity provider for you. Information & Advice on other retirement income products.
  • Assessment of your circumstances to find the most suitable type of pension for you.
  • Helping you with the relevant paperwork to ensure that your pension is processed smoothly.

Pension Advice

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.

*Our pension service will put you in touch with a network of specialist independant financial advisers who can offer professional pension advice

 Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.