Pensionhelp Direct is the direct to customer arm of Pensionhelp. Pensionhelp was established in 2015 to provide specialist advice on Pension Transfers. We now have over 30 staff dealing exclusively with in Pension Transfers.

The Need To Take Advice

We know that pension advice can seem bewildering, but we also recognise that it is an issue that needs to be addressed. Our advisers will take the mystery out of pensions for you and will provide bespoke advice to set you on a clear pathway to retirement.

All of our advisers are regulated by the FCA and are qualified and competent to provide advice on defined benefit pension transfers.

For defined benefit schemes, if your transfer value is over £30,000 there is a requirement to take advice if you wish to consider a transfer.

The Pensionhelp Advisers

Independent

We are a firm of independent advisers that offer advice on a whole of market basis. We always provide tailored unbiased advice.

Competent

We are regulated by the Financial Conduct Authority and all of our advisers have been assessed as competent by the firm. We also ensure that this competence is maintained through Continuous Professional Development.

Qualified

All of our advisers hold the qualifications to provide pension transfer advice including final salary pensions.

Find My Pension Adviser

  • How We Work

  • 1
    First Step

    Complete the form with your details and a brief description of what you wish to discuss.

  • 2
    Second Step

    One of our qualified advisers will contact you for an initial conversation to see if our service is suitable for you.

  • 3
    Third Step

    You can decide if you wish to engage Pensionhelp to review your circumstances.

Find My Pension Adviser

Chartered Financial Planners

We are accredited as Chartered Financial Planners. This is an objective mark of professional standing among all professions. It is awarded to firms who can demonstrate commitment to developing knowledge, enhancing capability and maintaining ethical standards. The title Chartered Financial Planners is granted by the Chartered Insurance Institute (CII), the professional body for insurance and financial planning.

Our Chartered title means a lot to us. It was not easily achieved, and it takes continuous investment in customer service and commitment to maintain. It is our policy to maintain these standards, and your guarantee of our overall commitment to customer service and professionalism.

Pension Transfer Gold Standard

Pensionhelp hold the Pension Transfer Gold Standard. The Pension Transfer Gold Standard is a voluntary code of good practice for safeguarded and defined benefit transfer advice based around a set of 9 Principles. Pensionhelp advisers have adopted these principles.

Financial Vulnerability Taskforce

Pensionhelp subscribe to the Financial Vulnerability Taskforce Charter. The Financial Vulnerability Taskforce is an independent and inclusive representative body covering the personal finance sector. Its aim is to establish good practice amongst personal financial professionals in respect of people who find themselves in vulnerable circumstances. Pensionhelp were the winner of the Company of the Year in the 2022 Vulnerable Customer Awards.

Find My Pension Adviser