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We’re holding a Pension Amnesty

By Lee Dooley | Date 02 Nov 2015

Saving for retirement isn’t just about paying into a pension. It’s about making sure your pension investments are doing as well as they could. Have you checked how your pension investments are performing? And do you know how much you are paying in fees?

Reviewing pensions can sometimes be difficult, because it’s easy to collect several of them throughout life, from different providers and with paperwork scattered everywhere. If your pensions are messy and neglected, and you’ve been burying your head in the sand rather than facing up to retirement planning, we’re here to help. We want you to make today to sort your pension out, and to help you do that, we’re holding what we’re calling a Pension Amnesty. Go on, get it over with!

What we’re asking you to do is simple. Firstly, find your pensions paperwork (or as much of it as you can). Then, you can give our pension experts a call. Our experts won’t judge, because whatever state your pensions are in, they’ve seen it all before. They’ll help you understand what you’ve got and will explain all your options. And what’s more, we won’t charge you a penny – the pension review is free and there’s no obligation to use any of our services.

Pick up the phone and call us on 0800 033 4000 or request a call back and one of our experts will be in touch. If you’d rather break the ice with an email, send one to info@sagainvestments.co.uk – we can then arrange the review for you.

The Saga SIPP

Self-invested Personal Pensions (SIPPs) are designed to give you extra control over your money. With SIPPs, your pension can be invested in a wide range of funds, shares, bonds and other investments. You can let an expert choose and manage these investments for you – or you can do it yourself. Up to the age of 75 any contributions you make get topped up by the Government, and when you retire you can choose exactly how and when to take your money.

The Saga SIPP gives you’re the same great value for money that you get with our other products and services. You can choose to have the investments within your SIPP managed with a Ready-made Portfolio, or you can look after your investments yourself. To find out more, please visit here or give us a call using the details above.

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About the author

Lee Dooley

Lee is Managing Director, Direct, Advisory and Marketing at Tilney Bestinvest. He joined Tilney Bestinvest in 2011 from St. James’s Place Wealth Management where he was Executive Director. Previously, he was Managing Director...

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Important information

SIPPs aren’t suitable for everyone, and if you don’t think you will make use of the wider choice of investments that a SIPP gives you then a SIPP may not be right for you. Investors should review their portfolio regularly or get regulated advice to make sure their SIPP investments continue to meet their pension requirements.

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