Pension Wise
Pension Wise is a service provided by MoneyHelper, supported by the government. It offers free, unbiased advice to individuals over 50, detailing how to access funds from defined contribution pension pots.
Unsure about having a defined contribution pension? Find out your pension type
In your session, they will cover:
- The mechanics of each pension option
- Potential tax implications
- Scam prevention tips
Sessions typically last 60 minutes.
You can have an appointment if:
- you’re aged 50 or over and have a UK-based defined contribution pension pot (this could be a personal or workplace pension), or
- you've inherited a pension pot or are able to take your pension early due to ill health.
It doesn’t matter how small your pension pot is.