Personal Pension

Personal Pension - take control of your retirement

If you are thinking of taking out a personal pension plan, you may want to consider a Self Invested Personal Pension (SIPP).

Traditional personal pensions offer a tax efficient way to save for your retirement. However, the pension investment choice can be limited. With a Self Invested Personal Pension, you can access a wide range of pension investment opportunities, including ETFs, passive funds and structured investments and still enjoy all the available tax benefits.

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A Personal Pension Plan (otherwise known as PPP) is a way of saving for your retirement which is not dependent on your earnings but is instead usually linked to stocks and shares. They are available to any UK resident. You will contribute a set amount of money which is then invested, building up a fund. You can then draw from this fund when you are over the age of 55. One of the great benefits of putting money into a pension is that for every £80 you put in the Government will add £20 up to certain limits. for higher rate taxpayers an additional 20% can be claimed back through your tax return.

In setting up a personal pension you should look for the following features:
  • Low charges - many so called  stakeholder pension plans have no set up charges and no penalties for transferring in or out
  • Some providers now provide online access so you can manage your pension at your discretion.
  • Ability to switch investment funds
  • Flexibility to stop and start contributions as & when circumstances dictate.

The amount you can expect from your personal pension fund on retirement will depend on a number of factors including the amount you pay in & the performance of the investment funds.

 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.