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You’re in safe hands

With Pension Potential you can be sure you’re getting the highest possible standard of help with your retirement options. If you decide to book a call with an expert through the Pension Potential hub, you can be confident you’ll be speaking to someone with lots of experience of helping people like you.

PS Chartered-01As a firm, we’ve achieved chartered status. This means a proportion of our financial planners are qualified to Level 6 (equivalent to a university degree) and have at least five years’ experience. We are committed to the highest possible professional standards, and to maintaining our knowledge through qualifications and ongoing professional development.

A bit about fees

Pension Potential offers guidance on your retirement options. If you use the annuity finder to buy a guaranteed income, any fees will be paid by commission from the annuity provider.

If you decide you need financial advice – for example, because you want to take flexible income (drawdown) or mix two or more retirement options – you will need to consult one of our qualified financial planners and pay for this advice.

We offer competitive charges for our financial advice, giving you good value for money. Your first meeting with one of our experts will be free. After that our team will carry out research and recommend retirement products for you. Fees are based on the value of investments, with a minimum of £2,000. If you opt for an ongoing service such as investment management, there will be ongoing fees.

  • We’ll always tell you in advance if there’s a charge for any guidance or advice you take from us.

Protecting your details

Pension Potential is committed to protecting and respecting your privacy, and we’ll only use your personal information to provide the services you request from us. To find out how we use and store your details when providing services to you, please read our privacy notice

Are you ready to maximise your pension potential?

  • Personal insight

    Go to our Pension Potential hub to get a free retirement pack with personal insights just for you.
    Find out more about us
  • Tailored insight

    If guaranteed income (annuity) appeals to you, use the Pension Potential annuity finder to shop around for your own tailored annuity.
    Go to the Pension Potential hub to access our annuity finder
  • Expert insight

    Once you’ve looked into your options, ask for a call with one of our friendly retirement experts.
    Book your call on the Pension Potential hub 
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