Why we exist

What are our values?

Our values align to our mission, support our culture, and represent who we are as a team and what our customers and partners can expect from us.

We are constantly striving for better. We aren't afraid to drive change where it's needed to achieve this.

We constantly focus on what's needed, removing everything that complicates or acts as a barrier to achieving our best.

We're here to support everyone regardless of their background or situation. Working with us means you'll be supported by all of us.

The pension freedoms introduced in 2015 allowed savers to flexibly use their funds for a wider range of options. Nine years on this has created a complex, under-served marketplace where two thirds of those retiring can't afford regulated financial advice when accessing their retirement savings.

Pension Potential aims to take the complexity out of retirement planning by providing personalised financial guidance and advice to individuals, helping them to make informed decisions about their pension and retirement options.

People can often feel overwhelmed when thinking about their retirement, but by bringing together key information all in one place, along with access to low-cost advice, people can easily understand how to achieve the retirement lifestyle they aspire to.