Pension Wise is a service from MoneyHelper, backed by government. They offer free, impartial guidance to over 50s.
During your appointment, the advisor can help explain:
- how each pension option works
- what tax you could pay
- how to look out for scams.
Online appointments are self-guided and can be done at your own pace. Appointments on the phone last around 60 minutes.
You can have an appointment if:
- you’re aged 50 or over and have a UK-based defined contribution pension pot (this could be a personal or workplace pension), or
- you've inherited a pension pot or are able to take your pension early due to ill health.
Related Topics - Benefits / Pensions / Retirement / Fund