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What is advice?

Advice gives you the confidence to enjoy retirement, rather than worrying about money.

Key facts

  1. We'll work with you to help understand your plans for retirement, and recommend the best way of achieving them.
  2. We'll review your existing pension savings and recommend an annuity, drawdown, or a mix of both, to best meet your retirement goals.
  3. We'll send you a report setting out your recommendations. We'll implement them for you too. 
  4. It's suitable for anyone with £100,000 or more in pension savings.
Reading time

3 mins

What you need

Read more about annuities, drawdown, and mixing my options.                            

Key themes at a glance

Peace of mind

Certainty that everything is set up and your pension savings are being used in the best way to help you

We charge a fee. We've ensured these are as low as possible, and we don't charge any ongoing fees
We are a Chartered Financial Advice business and are authorised and regulated by the Financial Conduct Authority

Pension Potential advice

To provide personalised retirement recommendations we need to collect information about your current pension savings, assets and liabilities, retirement spending and your views on risk.

We call this process the 'advice journey'.

The journey is broken up into five stages which will take approximately 30 to 60 minutes altogether to complete. 

  1. Personal info
  2. Pensions
  3. Finances
  4. Investment views 
  5. Call with adviser

You're welcome to leave and re-join the journey as often as you need. Once you've finished your adviser will schedule another call to discuss the recommendations and get your consent to proceed.

“This solution tackles some big questions by bringing together key information in one place, backed up with a person to talk to if it feels overwhelming."

Boring Money
Financial consumer website 

What should I do next?

Find the best option for your retirement

Answer 8-10 questions to understand what support you need.
There's no commitment or cost to you.
Create your own pension approach