FREE Halifax Pension Review
|Provider||FREE Pension Finding||Service Features:||More Info|
Pension Consolidation Service »
|PensionBee 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 control. As with all investments, capital is at risk.||More Info >|
|Provider||SIPP Name||Set Up Fee||Annual Fee||Features||More Info|
|AJ Bell Youinvest SIPP||FREE||Tiered up to £100||The 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 >|
|Vantage SIPP||FREE||0.45% (max £200)||Features; Choose from more than 2,500 funds, shares, investment trusts, gilts, corporate bonds, ETFs and cash.||More Info >|
|Nutmeg Personal Pension||FREE||From 0.35% to 0.75% incl. VAT*||In a nutshell we learn about you, choose investments for you and then, with your contributions, build and manage your pension portfolio on your behalf.||More Info >|
* There are also underlying investment charges, please see our fees page.
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.