Book a free Pension Wise appointment

An appointment is a conversation with a pension specialist. You’ll talk about the options you have for taking your pension money.

Your appointment will last around 45 to 60 minutes and we will:

  • explain your pension options
  • explain how each option is taxed
  • give you next steps to take

You can speak to us over the phone or face to face somewhere local to you.

Book a phone appointment Book a face-to-face appointment

Before you book

You should be aged 50 or over and have a defined contribution pension. This is a pension based on how much you and possibly your employer paid into your pot. It’s not a final salary pension.

Not sure what pension type you have?

Our guidance is impartial – we won’t recommend any products or companies and won’t tell you how to invest your money.