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Personal Pension Schemes

The state pension of just over £450 a month, or £115 per week, is unlikely to be enough for you to live the post-retirement lifestyle you’ve dreamed of and at Jeffrey's Henry Financial Services, we have two distinct options for you to choose from, Personal Pensions and Stakeholder Pensions.

Personal Pensions
A Personal Pension is a long-term investment policy that allows you to accrue a pool of money to be used in any way you wish when you retire.

  • They are available to UK residents under the age of 75
  • The policyholder contributes into the plan and the funds are invested
  • The amount payable on retirement is dependent on how much has been paid into the plan, the performance of the investment fund and the annuity rate at the date of retirement.

This type of plan allows you to take either an income in retirement or a reduced income and up to 25% of the fund as a tax-free lump sum.

Contact Us

Jeffreys Henry Financial Services
Finsgate
5-7 Cranwood Street
London
EC1V 9EE

Tel: 020 7371 5244
Fax: 020 8371 3112
E: info@jeffreyshenryfinancial.co.uk

 

Jeffreys Henry Financial Services Limited is an appointed representative of Vintage Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. Number 593380.  Incorporated in England and Wales.  Company number 03824520.  Registered Office: 5-7 Cranwood Street, London, EC1V 9EE. Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

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Contact

Tel: 020 7371 5244
Fax: 020 8371 3112
E: info@jeffreyshenryfinancial.co.uk