Independent Pension Advice

Get an independent pension review from a local, Approved Adviser now.

5/5

“So simple, quick and easy”

Pension Review - David
£50,000 added to pension value *

An Approved Adviser reviewed David's pensions for free. The recommendations increased David's retirement pension by an estimated £50,000.

* example based on real events, names changed for privacy

Why do you need pension advice?

You don’t need us to tell you that your pension is important for your future. But are you maximising your money for your retirement?

This is where an independent financial adviser comes in. Even if you can’t find your paperwork, our financial experts are ready to help you save money with guidance tailored for your situation.

No matter how complex your current arrangements, get in touch today to make sure you’re not losing money through bad investments and fees.

Four Simple Steps

0

Tell us HOW WE CAN HELP

Complete our simple form

0

WE Match You

We’ll assign an Approved Adviser local to you, with the right knowledge

0

Book a free pension review

Meet with your independent pension adviser and explore your options.

0

Book a Free Pension Review

Meet with your independent pension adviser and explore your options.

0

We match you

We’ll assign an Approved Adviser local to you, with the right knowledge

0

Decide what's right for you

Save money and invest in the right opportunities thanks to your pension review.

"So simple, quick and easy"

Frequently Asked Questions...

If you’re looking for comprehensive advice, a financial adviser is definitely worth it. The help they will be able to give you is unparalleled.

You need to bring any investment plan statements, mortgage and debt statements, payslips and tax returns that you have.

The standard is once a year, but it does depend on your situation. 

If you’re looking to cash in a defined contribution pension that’s worth over £30,000, you legally have to seek financial advice. However, it’s always good to meet with a financial adviser to get expert advice regardless.

These questions are a good starting point:

  • If I claim my pension, will it affect by state benefits?
  • What are safeguarded benefits?
  • What options can you attach to an annuity?

The short answer is yes. There are many different ways you can do this, so make sure to ask your adviser about what’s best for you.

Advisers will typically charge between 0.5%-2% of the asset in question. Your adviser will always be up front and honest about their fees so there won’t be any nasty surprises later. There is no fee for your Pension Review.

How Can We Help?

We’ll use this information to match you with a local Approved Adviser with the right experience to help.

 The Adviser will contact you directly. Your initial consultation is free with no obligation.

Choose The Advice You Need

No spam. Ever. Read our Privacy Policy.