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Personal Pension Providers
DE_612183
Posts: 4,058 Forumite
Hi, I'm looking for the above which gives me two things:
1. The ability to take 25% lump sum ( but leave the 75% invested )
2. A Platform that allows me to manage the funds that I'm invested in.
I was wondering if anyone knows of any of the "big ones" that do this.
Thanks
1. The ability to take 25% lump sum ( but leave the 75% invested )
2. A Platform that allows me to manage the funds that I'm invested in.
I was wondering if anyone knows of any of the "big ones" that do this.
Thanks
0
Comments
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Probably all of them! It's only cheaply run workplace pension schemes and older personal pension plans that tend to force you
down the annuity route once you've taken the 25% TFLS0 -
Pretty much all whole of market platforms allow that.DE_612183 said:Hi, I'm looking for the above which gives me two things:
1. The ability to take 25% lump sum ( but leave the 75% invested )
2. A Platform that allows me to manage the funds that I'm invested in.
I was wondering if anyone knows of any of the "big ones" that do this.
Thanks
I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.1 -
The Monevator site has comparison tables for SIPPs. If you go this route, or via a personal pension, it’s worth posting which, as regular board members may comment on how efficient they are at transfers.DE_612183 said:Hi, I'm looking for the above which gives me two things:
1. The ability to take 25% lump sum ( but leave the 75% invested )
2. A Platform that allows me to manage the funds that I'm invested in.
I was wondering if anyone knows of any of the "big ones" that do this.
ThanksFashion on the Ration
2024 - 43/66 coupons used, carry forward 23
2025 - 62/890
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