In this area we will explain how we work and you can consider whether our offering is right for you.
Does the Pensionhelp Direct Service meet your needs?
We have years of experience in providing advice to deferred members of defined benefit pension schemes. We offer reviews of whether you should consider a transfer to a different type of pension scheme.
This type of advice is specialised and moving away from a salary related pension scheme is a significant decision and is only suitable for a very small percentage of people. In fact the starting point for our advice is that any sort of transfer from this type of scheme is not in your interests.
For most people a transfer would not be a suitable route to take, but there are occasions when it might be the best option. To make sure that your circumstances are in line with our proposition, we follow a process to ensure that our service is appropriate for you.
The Process
Find out how the Pensionhelp Direct process works.
Preparation
Things you can do to help make our meetings run smoothly.
What We Discuss
What we need from you before we can give advice.
Questions About Our Service
Find the answers to previously asked questions about the Pensionhelp Direct Service.
Areas We Can't Help
Please check our terms as there are some areas where we cannot provide advice.
