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 April 2021.