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Understanding the allowances
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What is financial wellness? Check your financial health Navigating uncertainty Life Moments Women and Money
Feel good with Fidelity
What is financial wellness? Check your financial health Navigating uncertainty Life Moments Women and Money
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Allowances
If pensions were flat-pack furniture, this would be the instruction booklet (that you don’t normally read until it’s too late). Don’t make that mistake with your pension: because tax penalties are much worse than a few left over bolts…
Important information - please keep in mind that the value of investments can fall as well as rise and you may get back less than you save. This information is not a personal recommendation for any particular investment or action. Tax treatment depends on individual circumstances and pension and tax rules may change in the future. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser (you as an individual are responsible for the costs incurred for any financial advice received). The minimum age you can normally access your pension savings is currently 55, and is due to rise to 57 on 6 April 2028.
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This information is not a personal recommendation for any particular investment, you are responsible for deciding whether an investment is suitable for you. In doing so, please remember that past performance is not a guide to future performance, the performance of funds is not guaranteed and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. You should regularly review your investment objectives and choices and if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser.
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