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Pensions

When planning for your future, you need to consider the lifestyle you want when you retire and how you’ll support it. Get started by understanding pensions or discover how our pensions are designed to help you achieve your goals. 

Our pension products all qualify as ‘registered pension schemes’ - that means they benefit from certain tax advantages that aren’t available to other kinds of investment.

  • You can transform your taxable income into highly tax-efficient long-term savings.
  • Usually, you can take up to 25% of your fund as a tax-free sum when you start taking benefits.

Our pension products accept regular contributions, single contributions and transfer payments from other UK-registered pension schemes or overseas schemes approved by us.

 

Your investment may fall or rise in value and you may not get back what you put in.

The content of this document does not constitute investment advice and should not be construed as such.

This document is based on Old Mutual Wealth’s interpretation of the law and HM Revenue and Customs practice as at November. We believe this interpretation is correct, but cannot guarantee it. Tax relief and the tax treatment of investment funds may change. The value of any tax relief will depend on the investor’s individual circumstances.

What next?

If you’re considering how our products can help you achieve your financial goals, please speak to your financial adviser. If you don’t yet have one, here’s some further information to help you choosing the right one.