Should I put money in an ISA or a pension?

Often both, and the order matters more than the choice. Pensions give tax relief going in but lock the money away until at least 55. ISAs are reachable at any time and tax-free coming out.

The difference in one place

Both shelter growth from UK income tax and capital gains tax. What separates them is when the tax relief lands and when you can get at the money.

Going in
A pension contribution attracts tax relief at your marginal rate, so £100 in a pension costs a higher-rate taxpayer £60. An ISA contribution is from money already taxed.
Coming out
Usually 25% of a pension is tax-free and the rest is taxed as income. Everything out of an ISA is tax-free.
Access
A pension is locked until 55, rising to 57 in 2028. An ISA is available whenever you want it.
Annual limit
£20,000 across ISAs. For pensions, an annual allowance of £60,000 for most people, and no more than your earnings.
If you die
Pensions usually pass outside your estate at the scheme's discretion. ISAs form part of your estate, though a spouse can inherit the allowance.
Employer money
Only a pension attracts it. If an employer will match contributions, that is the best return on this page and it belongs first.

2026/27 allowances. Limits and tax treatment depend on your circumstances and change at Budgets.

A sensible order for most people

  1. 1

    Employer match first

    Contribute enough to get every pound your employer will match. Nothing else available pays that.

  2. 2

    Short-term money into an ISA

    Anything you may need within five years does not belong in a pension, and arguably does not belong in the market at all.

  3. 3

    Higher-rate relief while you still pay it

    If you pay 40% or 45% tax now and expect to pay basic rate in retirement, pension relief is worth more to you than ISA flexibility.

  4. 4

    Then balance the two

    Having money in both gives you a choice of which to draw from later, and that choice is itself worth something in tax.

Where the simple answer breaks down

Related questions

Can I pay into both in the same year?

Yes. The allowances are separate and using one does not affect the other.

What if I have no earnings?

You can still pay into a pension and get tax relief, up to a modest annual amount, even with no earned income at all. An ISA has no earnings requirement.

I am close to retirement. Does the answer change?

Yes, and usually towards having some of both, so you can choose which pot to draw from each year and keep your taxable income inside a lower band.

Does a cash ISA count?

It uses the same £20,000 allowance. For money you may need soon that is the right home for it; for money meant to grow over decades, cash has historically struggled against inflation.

Where this fits

Which allowance to fill first depends on your tax position now, your likely position in retirement, and when you might need the money. It is worth working through with somebody.

Start with a free conversation.

Tell us what is on your mind: a pension you have lost track of, a fixed rate ending, a will you keep meaning to write. We will tell you honestly whether we can help.