Pension Mortgage
A pension mortgage is also an interest only mortgage with the additional investment plan being in the form of a personal pension. A personal pension is a stock market based investment which benefits from tax relief on contributions and tax free growth on the accumulated funds. Two payments are made, one to the lender to repay the interest on your borrowings and another into a personal pension plan. The aim is to build up your pension fund sufficiently to repay the loan in full at maturity from the tax-free cash and provide you with a retirement income as well. The main limitations are that you can only take 25% of your fund as tax free cash and you can only take the benefits between the ages of 55 and 75.

Please be aware of the nature of the risk involved with this type of investment and that the value of your investment may go down as well as up. Past performance is not necessarily a guide to future returns and therefore it is possible that you may not get back the full amount invested.

We offer an extremely competitive service, so for more information contact us on:
Telephone: 0115 945 5199   Fax: 0115 982 6250

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Written quotations are available on request. Loans subject to status

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David Burnell Financial Services Ltd
1 Albert Road, West Bridgford, Nottingham, NG2 5GS

Tel: 0115 945 5199   Fax: 0115 982 6250
Email: info@davidburnell.co.uk

David Burnell Financial Services Limited is an appointed representative of IN Partnership the trading name of The On-Line Partnership Limited
which is authorised and regulated by the Financial Services Authority.

Registered Office 29 Arboretum Street, Nottingham NG1 4JA. Registered in England, Company Number 4619997
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