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.

Before you book

You should be aged 50 or over and have a defined contribution pension (not a final salary or career average pension).

Not sure what pension type you have?

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

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