Pensions Fact Sheet

Investing in a pension is a tax-efficient way of saving for your retirement.

Personal contributions are paid net of basic-rate tax and the pension provider claims a 20% tax refund from HMRC which is added directly to the pension plan. Higher rate tax-payers can claim higher rate tax relief for contributions via their Self-Assessment tax returns.

Find out more about pensions with our handy fact sheet.

If you have any queries about pensions or your retirement, please get in touch with a member of our team.

Information correct as of June 2020.