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 and your retirement , please contact Roy Thompson, Head of Wealth Management, on 01903 234094.

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