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Master trust Smart Pension has taken a step towards its goal of £10bn in assets by 2026 with the acquisition of the WS Stakeholder Pension Scheme, the first time it has taken on a contract-based ... I have just received a letter from Virgin Money about shutting my stakeholder pension and transferring the funds to their new personal pension. Mum age 70 retired this year.
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State + NHS pension now meet her essential spending needs. She'd like to start taking benefits from Aviva Stakeholder within the next year via UFPLS. Withdraw £X lump sum annually with 25% tax free & 75% taxed as income, leaving the rest invested. We've asked Aviva some Qs but their answers aren't clear to us vs.
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what she expected. Would appreciate any ... I have a deferred DC stakeholder pension with Scottish Widows, Currently valued at £152k in a default fund with an annual management fee of 0.75% Basically the stakeholder pension is cheaper and has fewer funds to choose from, mostly internal. A personal pension will allow a choice of internal and external funds but will of course be dearer. Hi I’ve just been on the phone with standard life attempting to open a stakeholder pension in preparation for maybe transferring a db pension over (I’m sure I won’t get a recommendation to do so from an IFA).
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What pension tax relief would be paid in the following situation: - A person makes personal payments into a private pension such as Stakeholder pension or a SIPP. In a given tax year they earned more than £2,880.00 but did not earn up to the threshold of their tax-free personal allowance and for that reason did not pay tax on their earnings. I potentially need to look into Stakeholder pensions as an intermediary for moving these funds. I would be very open to any suggestions for Stakeholder pension providers who would be straightforward to deal with for opening and transferring into their scheme. My wife is considering adding to her (untouched) stakeholder pension, even though she's now retired. The money to add would come from her savings.