Retirement can feel like it’s a long way off for some, but as with every passing year, it’ll be here before we know it. With pensions and investments we’re planning for that future to ensure we have a comfortable retirement and to help guarantee we will be capable of achieving our personal objectives. That’s why at Free Pension Advice we offer a free review of your pension circumstances.
At free pension advice we have qualified and specialist pension advisors ready to help you with your pension queries. What would you like to achieve in your retirement? Our qualified advisers can also give you advice on starting a new pension, ISAs and investments.
When you get in touch with Free Pension Advice you’ll speak to one of our friendly and supportive customer care team who will explain the process, gather necessary information and work with our qualified advisers to ensure you’re given accurate advice. Your adviser will discuss your pensions and investments, answer any questions and complete a review (if applicable) before making recommendations to enhance your pension.
Our advisers are qualified to discuss and transfer all types of pensions. In some circumstances we will advise against transferring your pension, however you will be advised on why this is the case with positives and negatives of all options explained.
Our Pension Advice
You are under no obligation to proceed with any advice you received from Free Pension Advice. We will give you qualified and tailored advice to your financial circumstances and expectations, so you can then decide how you wish to proceed. Whether you are setting up a new pension or have existing pensions you wish advice on, we can offer you free advice.
We discuss your pensions and can provide free advice from qualified professionals. With workplace and defined contribution pensions we can also provide a free review to understand the value, risk profiles, charges and benefits. Once we have a firm understanding of your funds we can make recommendations that are in line with your expectations. For defined benefit pensions we have the technical expertise to advise and transfer, where appropriate, your pension. Due to recent rule changes we may need to charge a fee for the review process of defined benefit pensions upfront, something we haven’t been required to do historically.
Our Values & Beliefs
We believe that you should receive a consistent level of service when you contact Free Pension Advice. This includes a service which is:
Supportive. Transparent. Caring. Knowledgeable.
You should expect that throughout every stage of the process we will be supportive. Both from your personal and financial needs, we will provide a holistic service which will take into account your wishes and expectations.
You want to be given all of your options, which is why our advice is transparent. If we make a recommendation our regulated advisers will explain the positives and negatives as well as why they’ve reached that conclusion. Any fees that need to be charged are also transparent and you’ll never receive an unexpected bill.
From our customer support team to our qualified advisers, our service is based around care. This starts from you first call and is at the forefront throughout your experience with Free Pension Advice. Caring about your needs is at the heart of everything we do.
Pensions are complicated, so it’s important that your adviser is knowledgeable and able to explain clearly every aspect of your pension.
Our objective is to:
“Deliver a comprehensive pension guidance and advisory service for every person that reaches out for assistance. Our focus is on enhancing every pension so it can be enjoyed by our clients in their later life.”