We don’t support this browser anymore.
This means our website may not look and work as you would expect. Read more about browsers and how to update them here.

Photo of client Lynne

Lynne's story

Lynne uses HL insights to help her manage her pension. She’s able to keep on top of her HL Self-Invested Personal Pension (SIPP) with ease and likes the wide range of investment options.

Please note: This case study is not personal advice. If you’re not sure what’s best for your situation, ask for financial advice.

"I work in education. I have a public sector pension and an HL Self-Invested Personal Pension (SIPP). I wish I'd started a pension sooner because I don’t think the State Pension will be enough to live off. I would have worried if I had to rely solely on the state but thankfully, I have my workplace pension and HL SIPP.

I’ve got five years left before I can retire but I think I’ll work a couple of days a week to keep the structure going. I think it’s too much of a shock just to stop. I’m planning to keep up running, go to the gym, read more, see more family, and spend more time with my dog.

HL’s website is excellent. You can keep on eye on things easily. You can go in and see how your shares are doing and how your pension pot is looking. I also get emails to stay up to date with investment research. I would recommend HL because it’s a much better website than others. I feel really happy with HL. I feel confident and I think it’s a very well-run company.

When I’m looking for information to help me manage my account, I go straight to HL’s website. I just think HL are a really good company. I think they’re switched on. They know what they’re doing. They’re a trustworthy company. There’s just something about them that makes you feel safe.

HL has a huge range of investment options. The information is straightforward and accessible which I found quite easy for someone like me who’s not an investment pro."