Stakeholder Pension

A stakeholder pension scheme is a Personal Pension with low charges and in some cases a restricted choice of funds.

For a young person, a Stakeholder pension using passive funds, tracker funds, may be an inexpensive way of building up a pension fund.

Once a sizeable fund is established the investor may then wish to move to say a S Invested Personal Pension.

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Harriet

Harriet is a highly successful journalist, aged 63, is reducing her workload but not fully retiring – she is divorced with two children – she needs pension advice.

She wants access to £30,000 per annum for two years until the benefits of the final salary scheme and the state pension are received. She wants to preserve her pension fund for her children.

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