Pension Wise 

If you have saved into a pension scheme during your working life, this money can help to support you or to give you a decent standard of living. 

Pension Wise is a free and impartial government service about the different ways you can take money from your pension. 

Pension Wise needed now more than ever 

Our Pension Wise Guidance Specialists have helped clients find pension pots they never knew existed, and they have assisted them in claiming tax allowances they never knew they had. As a result of the Covid-19 pandemic, we are speaking to more people than ever about their defined contribution pension choices. 

Pension Wise can help you if you: 

  • are aged 50 or over 
     

A Pension Wise appointment is a conversation with a pension specialist. You will receive a 45-50 minute guidance session on: 

  • your pension options 

  • how each option is taxed 

  • which options may be suitable for you 

  • next steps 
     

For more information about how to prepare for your Pension Wise appointment, visit:

Get ready for your Pension Wise Appointment.
 

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Man with Glasses

Mohammed came to Citizens Advice Liverpool for Pensions Advice

 

Read more about how Mohammed found £45k in a surprise pension fund!

Mohammed's Story