Who is Beach for?

Beach is for a wide range of people, all with different financial goals. We provide both an easy access pot for general life savings, which are invested, and a pension pot, to help save for retirement.

Learn more about the types of customers Beach is suitable for:

• Self-employed people saving for retirement
• People looking to combine old pensions into one pot
• People looking to save and invest tax-free
• Those looking for an easy to use investment app (platform)
• Beginners looking to invest
• Those looking for experts to manage their investments
• Those moving a Cash ISA to an investment ISA for potential larger returns
• Those wanting to invest up to £20,000 per year tax-free
• Those investing more than £20,000 per tax year
• Those looking to reduce their overall tax bill by saving more into their pension pot
• Those looking to make the most of their 3 previous tax year’s pension allowance
• Those looking to save more for retirement
• Employees looking to save more for retirement
• Freelancers and contractors looking to save for retirement
• Those looking to track investments and pension in one place