Top up your Stakeholder Pension Plan
Adding a little extra now can make a big difference later - set up a regular payment or make a lump sum payment today.
Why top up?
Your Stakeholder Pension Plan allows you to build up a sum of money in a tax-efficient way for the future. Topping up your pension plan is easy and the Government will contribute £20 for every £80 you invest in your plan, up to certain limits. This could help to achieve the lifestyle you want in years to come.
Currently, if you’re a higher rate tax payer you will benefit from even more tax relief, at an extra 20% that you can claim back through your tax return. A Stakeholder Pension Plan is a stock market-based investment, so the value can go up or down and is not guaranteed so you may get back less than you invested. Please remember tax rules may change in the future.
What are my options?
Call us on 0870 901 0137* quoting your plan number and we will be happy to help. Topping up is straightforward and may only take a few minutes to complete.
You can choose to:
- Increase your existing regular payment
- Set up a new Direct Debit
- Make a lump sum payment at any time