TOP UP YOUR STAKEHOLDER PENSION PLAN

Your Stakeholder Pension Plan allows you to build up a sum of money in a tax-efficient way for the future. Topping up your pension plan is easy and the Government will contribute £20 for every £80 you invest in your plan, up to certain limits. This could help to achieve the lifestyle you want in years to come.

Currently, if you’re a higher rate tax payer you will benefit from even more tax relief, at an extra 20% that you can claim back through your tax return. A Stakeholder Pension Plan  is a stock market-based investment, so the value can go up or down and is not guaranteed so you may get back less than you invested. Please remember tax rules may change in the future.

What are my options?

If you're happy that you don't need any advice from us then it's easy to top up your Stakeholder Pension Plan online. If you do need our advice, then call us on 0870 901 0137* quoting your plan number and we will be happy to help. Topping up is straightforward and only takes a few minutes to complete.

You can choose to:

• Increase your existing regular payment  top up your Stakeholder Pension Plan online
• Set up a new Direct Debit
• Make a lump sum payment at any time over the telephone or online

You can also manage your account online:

• Check your contributions
• See your plan's ongoing total
• Amend your contributions
  
  Please note that top ups received after 12 noon (unit valuation point) will receive the following working day's unit prices.

Tax year end approaching – you can open or top up Stakeholder Pensions online or over the phone by calling 0870 901 01 37, until 5pm on the 31st March.

• Already registered for online banking - sign in and follow the menu options on your pension page.
• Not yet registered  - register for online services for a quick and simple registration process.
• More Information - Take a look at our Stakeholder Pension Plan page or view the common enquiries for answers to frequently asked questions.