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Personal Pension Plan

Helping you save towards rewarding your lifetime of hard work. Capital at risk.

Investing in your retirement

Whether retirement seems far off or just around the corner, a pension could ensure a more comfortable later life. The Forester Life Personal Pension Plan is a stakeholder pension plan which offers value, security and flexibility to reflect today’s modern family lifestyles.

We help make investing easy and offer a professionally managed fund, in which the experts at Schroders make investment decisions on your behalf. With a risk-controlled and sustainable approach, no more than 60% of your savings will be invested in shares – protecting against market fluctuations but giving the opportunity for growth.

You become a member

By saving with us, you become a member and join a mutual organisation whose Purpose is to enrich family and community well-being. You will have access to a range of exclusive benefits, such as volunteer grants, member discounts and will writing – just to name a few! Take a look at the member benefits

Open a Personal Pension Plan

If you are self-employed or you have no earnings but can afford to save for retirement, our Personal Pension Plan may be a suitable way for you to save for those relaxing years ahead.

You can discuss your options and financial needs with one of our Financial Advisers, with a face-to-face or video appointment. You can be assured of personal attention and a quality service at all times. Our Financial Advisers are paid directly, and therefore they will not charge for any advice given.

For more information read the Pension Key Features and Terms and Conditions.

Tax treatment depends on individual circumstances and may be subject to change in the future. As with all stock market investments the value of your Plan can fall as well as rise and you may get back less than has been paid in.

Guide to ISAs
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Money made simple

Investment and money-saving tips from Schroders, one of our fund managers. The MoneyLensopens in new window team's mission is to help you take control of your financial future with the help of their jargon-free guidesopens in new window.

Become financially savvy
How many times have you spent money on something and later wish you didn’t? We have all been there but we should always try and be careful. Take a look at our 7 ways to be financially savvy.

Future investing made simple Take a look at our ISA