Free Pension Review
We take pride in offering pension support to people across the UK. From our head office in Glasgow we provide telephone support and qualified pension advice. Where necessary, we have regional pension advisers across the UK that can meet and discuss your requirements too.
Free Pension Advice exists because it’s not always easy to speak to a qualified adviser about your pension needs. It can be difficult to get advice which is of the highest quality and also free.
If you are considering starting your first pension, investing surplus money or have pensions you would like to review and like help to manage, we can help you. We help with every stage of your financial journey with pensions and retirement planning. More recently we’re being asked questions about tax free allowances and receiving up to 25% of your pension pot under pension freedoms.
We are transparent at every stage and wish for you to be made aware of all your options. Our free pension review can help you understand how best to manage your pension, however it’s important to know that even after we complete our free pension review, you are under no obligation to proceed with our advice. If you decide you wish your adviser to act on your behalf there may be fees applicable, however these would be explained in advance.
Due to recent changes we are unable to offer a free pension review of defined benefit pensions. We can offer you support from a regulated and qualified adviser who will discuss you pension options, however to know the best solution for a defined benefit or final salary pension we are legally required to charge for our review. Historically we provided this service for free. We can discuss your pension requirements, regardless of the type of pension you have, and advise you on the next steps.
To find out more about how we can assist you, please get in touch or complete our enquiry form and our supportive team will be in touch.
Begin A Pension Review
To start your free pension review please call or use our enquiry form to get in touch. Our customer support team will ask for information, such as your name, email address, telephone number and address. We will also ask for information about any existing pensions you have details about.
Your information is recorded securely and we never send you emails which are not relevant to your requirements. We do not sell or share your details and we would only provide your details to our pension advisers with your approval. After you get in touch we will have a friendly conversation to ascertain how best we can assist you. If appropriate, we will then refer you to a qualified adviser so they can give you regulated pension advice. Your FCA regulated and qualified adviser will review your pensions and investments then make recommendations, where appropriate. Your adviser is best placed to recommend what to do with your pensions and explain why they’ve come to that conclusion. Our customer support team and advisers are here to assist you throughout the process.