Pension Wise
service
Pension Wise is a service from MoneyHelper, backed by government. They offer free, impartial guidance to over 50s.
They offer a free 60 minute appointments to talk about pensions, during which they will explain:
- how each pension option works
- what tax you could pay
- how to look out for scams.
You can have an appointment if:
- you’re aged 50 or over, and
- you have a UK-based defined contribution pension pot (this could be a personal or workplace pension).
It doesn’t matter how small your pension pot is.
To book your appointment, go to their website: https://www.moneyhelper.org.uk/en/pensions-and-retirement/pension-wise
If you’re under 50 or only have a defined benefit pension, you won’t be able to have a Pension Wise appointment, but they may be able to point you in the right direction. You can call them on 0800 011 3797 for a chat.