View your appointment summary

After your appointment, use this to:

view a summary of the pension options discussed in your
Pension Wise appointment
print or download the summary

Before you start

You should have had a phone or face-to-face appointment with a Pension Wise guidance specialist.

Some information in the summary may not apply if during your appointment we found that you:

have a Section 32 arrangement – you may not be able to transfer your pension
are already taking an adjustable income (receiving income from a drawdown arrangement)
have inherited your pension pot – the amount of tax you pay will be different
have a fixed term annuity and a maturity amount is payable

In these cases all the options may not be available. You’ll need to contact your provider for more details.

If you haven’t yet had a Pension Wise appointment, you can book an appointment.