A stakeholder pension is a simple and straightforward way to save for your retirement. It's a special type of pension plan that must meet the government requirements about low minimum payments and capped charges. You can claim tax relief and if you pay basic rate tax, we'll do the paperwork for you. The Stakeholder Pension Scheme offers government tax relief, stock market investing and the option to take tax-free cash when you retire.
You can take your pension with you when you change jobs and your employer can make contributions as well. You can get access to your money from age 55 and with the recent pension changes, it's even easier to use your pension savings in the way that suits your retirement.
Our funds invest in a range of underlying funds managed by Legal & General Investment Management. We use external fund managers for their expertise and because it creates efficiencies that we can pass on as overall cost savings to you. If you invested separately into each of the underlying funds it could be more expensive.
| Class | PRICE | Valuation Date |
|---|---|---|
| 127.48 GBP (pence) | 03/10/25 22:30 |
| Class | PRICE | Valuation Date |
|---|---|---|
| 136.58 GBP (pence) | 03/10/25 22:30 |
| Class | PRICE | Valuation Date |
|---|---|---|
| 108.70 GBP (pence) | 03/10/25 22:30 |
| Class | PRICE | Valuation Date |
|---|---|---|
| 355.60 GBP (pence) | 03/10/25 22:30 |
| Class | PRICE | Valuation Date |
|---|---|---|
| 165.43 GBP (pence) | 03/10/25 22:30 |
| Class | PRICE | Valuation Date |
|---|---|---|
| 199.51 GBP (pence) | 03/10/25 22:30 |
| Download |
|---|
| WS Stakeholder Pension Scheme Secure Annual 30 September 2024 |
| WS Stakeholder Pension Scheme Secure Interim 31 March 2025 |
| IGC Annual Report 2024 |
| IGC Annual Report 2023 |
| IGC Annual Report 2022 |
SDR Consumer Facing Disclosures (CFD)
| Download |
|---|
| WS Stakeholder Pension Scheme Prospectus |
| Guide To WS Investment Funds |
| Guide To Investment Risk |
| WS Stakeholder Pension Scheme Terms And Conditions |
| WS Stakeholder Pension Scheme Key Features |
Please ensure you read the supporting guide carefully before reviewing the reports.
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Waystone Management (UK) Limited (WMUK) is authorised and regulated by the Financial Conduct Authority. Registered Office 3rd floor, Central Square, 29 Wellington Street, Leeds LS1 4DL. WMUK is a wholly owned subsidiary of Waystone Centralised Services (IE) Limited and is registered in England and Wales with registered no. 03692681. Telephone 0203 997 2460. Calls may be monitored and/or recorded to protect both you and us and help us with our training. Registered in England and Wales with registered no. 03692681