Meet the Other Phone. Child-safe in minutes.

Meet the Other Phone.
Child-safe in minutes.

Buy now

Please or to access all these features

AIBU?

Share your dilemmas and get honest opinions from other Mumsnetters.

To think 53 is too late to start a pension plan?

114 replies

probablystuffed · 25/05/2019 10:14

Has anyone started one this late? Is it worth it?

OP posts:
WhoAteMyNuts · 25/05/2019 16:23

Dont ISAs have very little return?

You are thinking about the current cash ISAs.

You can also get stocks and shares ISAs but you won't get the tax relief if you invest in those compared to a pension but unlike a pension you could access your money anytime if you desperately needed it.

probablystuffed · 25/05/2019 16:28

Do I really need tax relief when I pay a very small amount each year?

OP posts:
probablystuffed · 25/05/2019 16:28

Sorry about the stupid questions.

OP posts:
WhoAteMyNuts · 25/05/2019 16:30

But as explained by PP you are effectively getting 'free' money when you save into a pension through the tax relief.

HermioneWeasley · 25/05/2019 16:31

You really do need advice - what is going to be best for you depends on a number of variables

Ellisandra · 25/05/2019 16:32

An ISA isn’t an investment in itself - think of it as an envelope.
A pension is also an envelope.

Inside each envelope is the things you’re actually investing in. Let’s say that the shares of Google, and you’re hoping they go up in value.

You can put Google shares in your ISA envelope or your pension envelope. (I actually have this: I have an ISA with the same investments as one of my personal pensions)

So - how do you choose which?
Both are envelopes designed by the government to help people to save.

Now, they want you to save long term. So to encourage you to use a pension envelope, they need to give you an incentive for locking your money away for money years. So - they give you the tax relief.

With an ISA, you can get your money back really quickly - instantly, from some.

There are lots of pros and cons.
As PP said, if your investments do well in the ISA envelope, that’s all yours to keep!

But with a pension, once you start withdrawing it, it’s just like a salary so you pay tax on it.

Going back to the poor returns...
Some companies offer a guaranteed return - a cash ISA. So they’ll say they will give you (say) 1.5% interest if you don’t touch it for a year. Better than the mattress gives. And it’s 0 risk as it’s guaranteed. But you can also have a Stocks & Shares ISA. Just as with a pension (and actually the very same shares!) you decide how risky you want to be. Generally the idea is, more risk - potentially more return! But, there’s no guarantee.

I have an ISA and a pension, because I want some money that I can access quickly in an emergency (the ISA).

In your case, you can access your pension at 55, so you might be happy with locking it away as it’s not for long. At 55 you could withdraw some - and pay tax just as if it was salary. BUT - this triggers rules about how much you’re allowed to pay into any pension in future, so don’t see it as a short term thing without understanding more!

Ellisandra · 25/05/2019 16:33

That’s not a stupid question at all!
That’s actually a really intelligent question, not just nodding along to the benefit of tax relief, when you’re not paying much tax!

flapjackfairy · 25/05/2019 16:35

Any money on a pension is topped up by 20 % by the government which is far more than any interest you can earn. You can draw 25 % tax free as a lump sum and draw down bits and pieces when you need to now as you don't have to buy an annuity. Pensions are basically a tax friendly way of saving and getting contributions to boost your pot so look at it that way and any pension pot is a bonus.

probablystuffed · 25/05/2019 16:41

I am astounded by how kind everyone is being.
Thank you!

OP posts:
DianaT1969 · 25/05/2019 16:43

In fairness to her husband, 20 years ago, most private pensions were awful. A black hole that never delivered. Does everyone have a short term memory on that? It affected a few people I knew. Not everyone was saving into a teacher's/civil service/NHS pension. There is a lot more choice now of regulated pensions.
OP, if you pay tax on your earnings, then you'd be better off using some of your 'profit' as pension and company funded pension (if private limited company). But get advice and check out Moneysavingexpert as others suggested.

Ellisandra · 25/05/2019 16:44

Ignoring any particular allowances you might have for your business, if you earn £35K in a year you pay £4500 in tax.

If you paid £100 a month into a pension, you would have £300 (12 months x £25 per month) of that £4500 moved from the government coffers into yours. Yeah, it’s not going to pay for a cruise. But if you walked past a fiver on the pavement, would you bother to pick it up?! Free money.

Pension isn’t the best answer for everyone, but my personal view is that I would always take the time to understand something that gave me free money 👍🏻

Nikhedonia · 25/05/2019 16:58

@CuriousaboutSamphire ah, in that case it's not opting out.

Drasticaction · 25/05/2019 19:57

Op I'm sure your bright and won't run and follow what people on here tell you...sink all your life's worth into bitcoin 😂😂😂😂.

For what it's worth I was a total novice and asked on here, got really useful titbits of info...started to do more research and now I'm invested in stocks and shares isa.

I have started up a sipp with Hargreaves and Lansdowne. They have an app so you can see how your investment is doing every day. I'm pin pointing various fund's then cross reference them on various site's likes Morningstar...see what rating they have.

Broadly speaking you want to spread investment around and choose well known fund manager's.

Eg would you invest in marks And Spencer right now? What do you know about marks and Spencer? Would you put your money into a fund that held 40% m and s shares and rest in say Amazon? That's Very basic.

But sort of the thing when looking at funds.

In my isa I have a sort of safe low cost tracker....a gamble fund...high yield high risk... I've invested in sound funds with solid share's and good managers... and have a reasonable spread between UK, America and Asia share's....

Previous MN threads have given me invaluable advise that I could use too go onto do more research with.

I have started a sipp... I brought a new fund... because it's cheap... I put 2880 onto its ( or thereabouts) and gov gives me 750 !!!!!!

MyNameIsArthur · 25/05/2019 21:01

I remember a finance expert on tv years ago said that to work out how much to pay into a pension plan for the first time was to take your age and to halve it and that is the percentage you pay in.

Therefore if you are 53, you pay in 26.5% of your salary into a pension plan each month

KittiesInsane · 25/05/2019 21:29

The trouble with that calculation is that if you are on a £10k a month salary then putting in 26% is loads, but putting in 26% of £1k isn’t going to be nearly as useful.

MyNameIsArthur · 25/05/2019 21:49

It was just a formula a finance expert on tv mentioned years ago. I thought I would mention it because I have heard other people over the years quote the same formula, even on mumsnet

KittiesInsane · 25/05/2019 22:32

I know, and I imagine the idea is to maintain something proportional to your current lifestyle.

stayathomegardener · 25/05/2019 22:46

This is all really interesting.
@Drasticaction the sipp you talk about would that be something Dd could start as a 20 year old low/erratic income student? I know she would love the app and tracking aspects.

Good habits and all that.

I must confess DH and I have a SIPP that we don't understand that well, we used it 20 years ago to buy land and add value to it. (The adding value to it we totally get. )
Started with a £34,000 investment on 10 acres which has a current value of £250,000..,
And hmmm

Drasticaction · 25/05/2019 23:17

Stay. Your far more advanced than I am!!

Your DD yes. The basics for anyone without job is 2880 ( or there about)

Add 750 by gov each year. Lots of stuff saying start this for children. The length of time and compounding means they have real chance of decent enough returns over time. Time is friend at your DD age!!

I've literally been like op and starter to teach myself.

Waytooearly · 26/05/2019 05:45

You used a SIPP to buy land? That is fascinating. So the land is one of the assets n the SIPP?

Back to you OP, I'm really glad you find this thread helpful.

Teddybear45 · 26/05/2019 05:51

You need to talk to an IFA. In your case I would suggest it is too late for a pension, but you could set up an investment ISA at Hargreaves Lansdown (or similar) and create a portfolio of funds that will pay you an income. Go to their website and take a look at their top income funds.

Happyspud · 26/05/2019 05:51

I’m self employed and 37. I started putting £800/month in a year ago. But I don’t plan to work beyond 60. DH and I have other investments as my £800/month isn’t going to add up to a massive amount, more a steady supplement. But I’m not sure I’ll always be able to put that much away.

Teddybear45 · 26/05/2019 05:54

A pension should be just part of your portfolio. I pay 7 percent of my salary into mine (plus employer contribution). I also save approx 50 percent of net pay into an investment isa. I save the maximum I can into sharesave schemes at work (even when I just take the cash out instead of buying shares) and also pay approx 1-2 percent into a regular savings account.

If you do all of this regularly enough you will eventually have a decent pot. Never put your eggs in one basket!

Happyspud · 26/05/2019 05:55

I’d say you should aim for £500/month. Then see that as hopefully £6000 extra/year for 14 yrs if you retire at 67. Getting you to age 80. (Plus whatever investment uplift you’d hopefully have). Are you mortgage free? You could roughly see that as £1k per month to live on from 67-80.

All very, very rough and not taking into account inflation and your interest earned.

Happyspud · 26/05/2019 05:56

(I included state pension in my thinking above)