Apt Financial Management

 

Apt Financial Management

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Personal Pension Advice

The key features, benefits and tax incentives of a Personal Pension are largely similar to that of a Stakeholder Pension with the aim being to build a tax efficient fund for your retirement.

What are the main differences from a Stakeholder Pension?

  • Minimum Contributions levels are higher
  • Initial & Annual Charges can be higher
  • Wider fund choice available

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Since the introduction of Stakeholder Pensions, Personal Pensions have become more flexible and competitively charged.

The main reason to invest via a Personal Pension is to gain access to a wider fund range with some providers offering access to specialist funds managed by external investment although these can incur additional costs.

 


Apt Financial Management, 4 The Willows, Hulland Ward, Ashbourne, Derbyshire DE6 3EW
Phone: 01335 370 515

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Copyright © Apt Financial Management 2009   |   Apt Financial Management is authorised and regulated by the FSA and can be found on the register under firm reference number 220232
APT Financial Management is not responsible for the content of external websites linked to from this site. All information given is based upon our understanding of current UK legislation and tax rules which is subject to change.