Stakeholder Pensions

In 2006 changes took place to Stakeholder contracts, so if you have questions concerning a pre April 2006 contract, please consult your IFA.

What you need to know: prior to April 2006 the term Stakeholder had a technical and legal meaning regarding the details of the contract. If you have a contract which started before then, take it to your IFA for assessment, as the rules governing it will have changed.

After April 2006 pensions could be called Stakeholder, but the name is more of a marketing term and has no specific legal or technical implications or meaning.

If you have a post-April 2006 policy, see your IFA.

If you are considering a new purchase, see your IFA.

Last updated on July 14, 2011

Key Financial Strategies LLP is an appointed representative of Paradigm Financial Advisers Ltd, Paradigm House, Brooke Court, Wilmslow, Cheshire SK9 3ND, which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do).

The Financial Services Authority does not regulate national savings, deposit accounts, taxation and trust advice, education fees planning and some forms of offshore investment.

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