Should I opt out of my workplace pension and invest in a private pension such as a SIPP?

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  • Опубликовано: 14 дек 2024

Комментарии • 18

  • @oatzman213
    @oatzman213 2 месяца назад +2

    This was excellent, and I wish a lot more people were able to view this (or care about it)

  • @colin1493
    @colin1493 8 месяцев назад +1

    The Qualifying earnings limit allows employers to have a cap on their contribution, this means that the 3% contribution may only be applied to the earning band between about 6k and 50k of your earnings. So employers may only need to contribute £1300 to your fund. This limit has remained the same for the past few years and is not changing for 24/25. More fiscal drag. Given the scammy way that some workplace pensions operate, the question is whether the limited contribution is worth the hassle.

  • @human_error1
    @human_error1 Месяц назад +1

    I’m currently moving my old work place pensions into a SIPP. I’m just annoyed I didn’t think of it earlier 😆

  • @oatzman213
    @oatzman213 2 месяца назад +2

    I have transferred out 25% of my wpp into a SIPP, I'm certain that I'll smash the results that I've been getting!

  • @Oldyellowbrick
    @Oldyellowbrick 9 месяцев назад +4

    Workplace pensions like Nest offer very poor funds with low returns and high fees which pretty much offset your employee contribution. It’s actually borderline scam when you look at the numbers.

    • @christines5430
      @christines5430 22 дня назад +1

      In my opinion Nest returns are criminally low.

  • @1lovefootball
    @1lovefootball Год назад +3

    Amazing content as always Thank you

  • @Anonymouslyme1
    @Anonymouslyme1 10 месяцев назад +2

    Great advice thanks for sharing

  • @Ruloathesome
    @Ruloathesome 10 месяцев назад +2

    You can do a separate Sipp independent of the work pension cant you?

    • @stepstoinvesting
      @stepstoinvesting  10 месяцев назад +3

      Hi there, yes, absolutely. Just remember you won't attract tax relief on any contributions above £60,000 or 100% of qualifying earnings, whichever is lower, across your workplace and private pensions in a single tax year. Happy investing!

    • @Ruloathesome
      @Ruloathesome 10 месяцев назад +3

      @@stepstoinvesting thanks for taking the time to reply much appreciated

  • @CuriouslyInquisitive
    @CuriouslyInquisitive 8 месяцев назад

    To get NI reduction on top of tax benefits it’s best to pay into Workplace pension then do partial transfer to SIPPs with better fund choices with more reasonable charges.

  • @philiplythgoe7173
    @philiplythgoe7173 8 месяцев назад +1

    transfer part of it....

  • @philiplythgoe7173
    @philiplythgoe7173 8 месяцев назад

    Keep contributing to a works pension to receive all the benefits. Do a partial tansfare part ofi to a SIPP every now and again...

  • @pm5095
    @pm5095 8 месяцев назад +1

    Great video! I would be grateful if you could advise what's best for me..37 year old.. started pension contributions age 27, currently 45k pension pot. I earn 38k and i sacrifice 18% monthly from my salary into my employers pension scheme ( the biggest i am allowed) they pay 5% only. Am i doing the right thing? Or shall i decrease my contributions to 5% or 10% and invest the remaining in a SiPP or stocks ans share isa or lisa? So confused here😮

    • @stepstoinvesting
      @stepstoinvesting  8 месяцев назад

      Hi there! Thanks for watching. Sorry for the slow reply - I wanted to check with Alice before I came back. First, I must make clear, we don't offer 'advice' as we don't know your personal circumstances and are not regulated to do so. Nonetheless, Alice has offered some pointers: "I think any pension contributions are going to see him well in the long run and which is best for his extra contributions will depend on what he wants for retirement - eg does he want the investment choice a SIPP can offer? If he needs access sooner than retirement, then an ISA is more flexible - in reality it’s often best to do a bit of both." Hope that helps!

  • @Worldwithoutboarders
    @Worldwithoutboarders 9 месяцев назад

    There is so much ignorance in my work pension. Educated people, best in their field but pension stupid.

    • @stepstoinvesting
      @stepstoinvesting  9 месяцев назад

      It's true we don't always get much control over our workplace pension schemes - which is why topping-up our retirement savings using private pensions such as SIPPs can be magical! Check out our recent video on ISA vs SIPPs. Steps to Investing.