Book a free Pension Wise appointment

An appointment is a conversation with a pension specialist. You’ll talk about the options you have for taking your pension money.

Your appointment will last around 45 to 60 minutes and we will:

  • explain your pension options
  • explain how each option is taxed
  • give you next steps to take

Before you book

You should be aged 50 or over and have a UK based defined contribution pension (not a final salary or career average pension).

Not sure what pension type you have?

Need a British Sign Language interpreter?

Attending an appointment on behalf of a family member or friend?

Book a phone appointment

There are no face-to-face appointments available due to the ongoing response to coronavirus.

If a phone appointment is not suitable you can explore your options.

Our guidance is impartial – we won’t recommend any products or companies and won’t tell you how to invest your money.