Why you can trust us
Since 2009, we’ve helped millions of people across the country connect with trusted local financial advisors. Our impartial, hassle-free service has helped them get the advice they need to achieve their financial goals.
Our service
When you use our service to connect to a pension advisor in your area, we will provide:
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Rapid response
You’ll get a call from your advisor within one business day -
Free, no-obligation consultation
To discuss your pension needs and retirement goals in depth -
Personally tailored advice
All advisors are carefully selected experts in their field -
Transparent pricing with no hidden fees
Know what you’ll be paying before making any decisions
Do I need a pension advisor?
An advisor can offer insight and guidance for a wide range of pension queries:
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Your Options
Find out what the best route is for your retirement -
Drawdown
Take the money from your pension as and when you need it -
25% Tax-Free
Get a tax-free cash lump sum of up to 25% of your pension value -
Guaranteed Income
Set income, either for life or fixed-period, may be your better option.
How much does an advisor cost?
Our service connects you with an expert pension advisor for free. Your advisor will charge either:
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An hourly rate
This will vary based on the advice provided and will be agreed up-front -
A small percentage
Ongoing investment management may be charged at a percentage of the overall value -
Fixed fee
For one-off services such as transferring a pension or buying an annuity -
Commission
This may apply to products such as insurance or mortgages