Prudential Personal Pension

Features

Tax benefits

Yes

Payment flexibility

Yes

Expertly managed funds

Yes

Wide range of funds

Yes

Lifestyle options

Yes

Fund switching

Yes

The Prudential Personal Pension offers a tax-efficient and flexible way to help save towards your retirement.

A personal pension is your own private fund that you can take with you from job to job. It's also ideal for self-employed people who don't have access to a company pension scheme.

Average life-expectancy is increasing so saving in a pension is a prudent way of helping to fund the lifestyle you want in retirement.

  • *Tax relief - for every £80 you invest in your personal pension, the government will pay an extra £20, while higher rate tax payers can claim back a further £20 through self-assessment - see our tax relief calculator for more or read about the tax benefits. You are also allowed to take up to 25% of your fund as tax-free cash when you retire. Note that pensions in payment are taxed as earned income.

    Flexibility - you can increase, decrease or stop and start payments at any time without an additional penalty. Please note that charges will still be applied.

    Wide range of expertly managed funds - you can choose from 19 investment funds, all managed by Prudential fund managers or carefully chosen experts within the UK. The value of your investment may fluctuate and you may not get back your original investment.

    Lifestyle options - rather than you making decisions about when to move to lower risk investments, the fund managers do it for you. They will move your money automatically to less risky investments as you near your intended retirement date.

    Switch funds at any time with no switching charge. However, a Market Value Reduction may be applied to any switch out of the With-Profits Fund. Note that as a result of this the value of your fund might be reduced.

  • Competitively priced - annual charges are currently about 1% of the total fund, depending on the funds you choose. Please note that charges may vary in future.

Take action

 
Read more
Personal Pension Key Features (pdf 114k)
Personal Pensions Fund Guide (pdf 95k)
Your With-Profits Plan - A Guide to how we manage the Fund (Prudential Unitised With-Profits Plans and Cash Accumulation Plans) (pdf 65k)

*This is based on our understanding, as at 6 April 2009, of current taxation, legislation and HM Revenue and practice, all of which are liable to change without notice. The impact of taxation (and any tax relief) depends on individual circumstances.


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