Be Prepared. Things will be smoother if you have information about your circumstances to hand.
Please check out the link to What We Discuss for details of the areas that we will speak about during the initial call. It will make things run smoothly if you are clear about these areas before our conversation.
Some of the information that we need might not be readily available to you and you may need to request this such as fund values and your State Pension Forecast. Whilst we write out to schemes for information, it can speed things up if you request some details as soon as possible.
The advice we provide can have a big impact upon your future, this is why it is so important that we gather as much detail as possible about what you wish to achieve as soon as possible in the process.
The Process
Find out how the Pensionhelp Direct process works.
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.
