The first stage in taking advice from Pensionhelp Direct is the Triage stage. This will provide you with clear and unbiased information about defined benefit pensions and the alternative options. It will give information about the risks involved, the charges and the generic advantages and disadvantages of each option. The purpose of this stage is to give you sufficient information about the different options to allow you to make a judgement as to whether further investigation of the transfer route would be in your interests.
The first stage of our advice process can take a lot of time and preparation. In order to ensure that you are prepared for this, we need to speak with you in the first instance. This will make sure that you meet our ‘terms of engagement’ and that you have the relevant documents to hand when you complete the process.
To arrange this initial conversation, you can use the Calendar Link below to book an appointment with a member of staff at Pensionhelp. You will also be able to outline details of what you are looking to talk about when you make the appointment.
PLEASE NOTE: If you have already spoken to an adviser at Pensionhelp then you do not need to book an appointment. Please refer to your correspondence with us via your email.