Naveed's story
Naveed saves in an HL SIPP alongside his workplace pension to help him reach his desired retirement age.
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'm building up both an HL SIPP and a workplace pension to plan for my future. My goal is to retire at 68, and I’m taking all the steps I can to make sure I reach that milestone.
I contribute a small amount each month and add lump sums whenever I can afford it. When it comes to investing, it’s easy to find information on the funds I’m interested in on HL’s website. There’s so much variety and flexibility in what I can buy.
I transferred my pension to Hargreaves Lansdown, and they made the process smooth, keeping me updated every step of the way. They were always responsive, helpful, and easy to talk to.
One of the reasons I chose HL is their strong reputation. When I joined, they were also one of the few platforms with a mobile app, which makes managing my accounts more convenient.
I also use HL’s tools to help me plan for retirement. The pension calculator is very helpful. I also use their Wealth Shortlist to help me select funds.
I've recommended HL to my colleagues at work who want to retire, just to make their life simpler. The customer service is also great. I believe, sometimes that counts for more, and it just puts you at ease. They’re reliable, knowledgeable and trustworthy. The people on the end of the phone are very polite, very friendly and very easy to talk to."
Client stories
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.
Christopher used the HL website to help him retire early. With HL he's able to manage all his wealth under one roof, and uses the linked account service to manage his family’s money too.
Alan uses our tools and research to help him manage his families HL accounts. He also speaks to our knowledgeable helpdesk to get answers to his questions.
Khalid recently invested in the HL Ready-Made Pension Plan. A simple low-cost investment solution managed by HL experts.
Philip is now enjoying an early retirement thanks to increasing his pension contributions early on.
Andrew invests monthly to benefit from compound growth. This strategy could turn a small savings pot into a significant amount when left untouched.
Haydn transferred his pensions to HL to make managing his money easier.