How can merging pensions help?
If you’re finding it hard to manage your pensions because they’re in different places, transferring them to a single pot could be the best way to go. You’ll be able to manage everything in one place and easily see your pension’s total value.
This is where a financial adviser can help. Our experts are ready to help you discover if merging your pensions is the right move for you. No matter how complex your current situation, get in touch with one of our advisers today to find out how they can help you.
Four Simple Steps
Tell Us How We Can Help
Complete our simple form and let us know how we can help.
We Match You
We’ll assign an Approved Advisor local to you, with the right knowledge
No obligation call
Meet with your regulated pension advisor and explore your options.
Decide What's Right For You
Save money and invest in the right opportunities thanks to the advice.
About The Pension Advice
Approved Adviser will always match you with a local financial adviser that suits your needs.
Our pension advisers will always check that you're not paying high or unnecessary fees.
Your advisor will make sure that your money is held in the best investments possible.
Retire with Confidence
Our pension specialists review your retirement plans so you know your plans are solid.
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Frequently Asked Questions...
If you’re looking for comprehensive advice, a pension advisor 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 pension advice. However, it’s always good to meet with a pension advisor 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 advisor about what’s best for you.
Advisors will typically charge between 0.5%-2% of the asset in question. Your advisor 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.