Personal Pension
Saving for later life
Whether you are bringing your old pension pots together or are starting a new pension, we can help you manage your retirement savings in one place .
Your capital is at risk when you invest. The value of investments can go down as well as up and you may get back less than you invest. Tax treatment depends on individual circumstances and may change in the future. When deciding whether to transfer your pension, it’s important to compare the charges, investment options & benefits between my wealth invest and your old provider. my wealth invest cannot accept a transfer from a pension your employer is currently paying into.
Start a new personal pension or bring existing pensions together with payments from as little as £25
Getting Started
Choose how your pension is invested
You can choose to invest into a target-date fund where the investment risk adjusts over time to align with your expected retirement date. This means the level of investment risk typically reduces as you get closer to your chosen retirement date.
Alternatively, you can create your own portfolio by choosing the funds you wish to invest in. To support you, our Investment Management Team have selected a range of funds to give you a choice of different investment options.
Combine pensions online
To combine pensions, simply tell us the names and plan numbers of your existing pension providers along with some basic personal information.
Open a pension
You can open a personal pension online in a few simple steps and begin saving for your future.
Contact Us
Our Wealth Services team are happy to help answer questions about how our pension works. You can arrange a guidance call with one of our Personal Financial Coaches by calling 0800 093 1465. Our lines are open from 9am to 6pm Monday to Thursday, and 9am to 5pm Friday or email info@wealthatwork.co.uk.
If you’re unsure whether a pension or investment is right for you, you should speak to a regulated financial adviser. You can also use Money Helper, a free and impartial service offering guidance on pensions.
Remember, if you’re unsure of the suitability of any investment you should speak to a regulated financial adviser; alternatively, Money Helper is a free service that provides information and guidance on pensions.