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.
When you use our service to connect to a pension advisor in your area, we will provide:
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:
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:
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