Pension Wise

What to expect from your Pension Wise appointment

Your appointment can last up to 60 minutes. Take time to prepare so you can get the most out of their guidance.

You can find information on how best to prepare for your appointment on Money Helper's website: Preparing for your Pension Wise appointment.

After your appointment, you’ll get:

a document summarising your pension options, including your next steps
personalised information and based on your situation
details of where to get further support.

Pension Wise is a free and impartial government service designed for everyone aged 50 or over, who has a UK-based personal or workplace pension. It aims to help you understand what type of pension you have, how you can access your savings and the potential tax implications of each option.

The service also provides guidance on how to shop around and find the best product for your needs. It also covers how to spot a pension scam, and what to do to avoid them.

The best way to get guidance is by talking to a specialist. You can do this over the phone or in person. All you need to do is book an appointment for a time that suits you. Alternatively, you'll find lots of information on their website PensionWise.

Who are Pension Wise?

Pension Pages

Contact Us

Plan Your Retirement Now

Tel: 0034 951 122 091

email: info@simplicity-wealth.com

Important information - If you’re thinking about transferring a pension, check you won't lose valuable guarantees or benefits or have to pay excessive exit fees. This website isn’t personal advice, if you’re not sure what’s right for you, please seek financial advice. Investments go down in value as well as up so you could get back less than you invest. You can normally only access the money in a pension from age 55 (rising to 57 from 2028). Pension and tax rules can change and benefits depend on your circumstances.

Important

If you’re under 50 or only have a defined benefit pension, you won’t be able to have a Pension Wise appointment, but we can still help you.

Transfer a Pension

Pension consolidation can have a number of potential benefits.

We use leading industry analysis software to help provide you with the information you need to make an informed decision on whether this may be benficial for you.

Learn More >>>