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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.

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KSM Associates Independent Financial Advisers Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 209562 http://www.fca.org.uk/register.

KSM Associates Independent Financial Advisers Ltd Registered Address: 6 Beaumont Street, Hexham, Northumberland, NE46 3LZ. Registered in England & Wales, No. 02619472.

Neither KSM Associates Independent Financial Advisers Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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