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

You can speak to us over the phone or face to face somewhere local to you.

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 Book a face-to-face appointment

The ongoing response to coronavirus may impact appointment availability.

If you are unable to find a suitable appointment or can no longer attend, 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.