Pensions Lump Sum

Ideas for Investing a Pensions Lump Sum

Most pensions will provide a pensions lump sum, the amount of which will depend upon the type of pension plan you have.

Personal pensions and stakeholder pensions will generally allow up to 25% of the accumulated fund value to be taken as a pension lump sum and this amount will be tax-free.

The amount of the lump sum from an occupational pension is likely to be dependent on a number of factors including your salary at retirement and the number of years of service with the employer.

Many pension investors use their pensions lump sum for a one-off purchase or, alternatively, the pensions lump sum can be invested to supplement income in retirement.

A Self Invested Personal Pension (SIPP) may be an investment option for some people to enable further investment in your pension, while receiving the tax relief available for pension saving.

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 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.