MoneyHelper is a free, impartial government service designed to help you in clearly understand your financial and pension choices. They provide straightforward explanations and practical guidance on managing your finances and can connect you with trusted, additional support if needed. It provides in-depth guides, tools and calculators and support over the phone and online for areas such as:
Benefits, Family and Care, Homes, Money Troubles, Savings, Work
If you’re considering accessing your pension benefits and don’t have a financial adviser, Pension Wise offers free appointments to people age 50 and over with defined contribution pensions, where you can discuss your options. Pension Wise is part of MoneyHelper and provides specialised support for pension-related decisions, including:
How to build a retirement pot
Pension Basics
What to do if you have a problem with a pension
Your options at retirement
Tax on pensions and how it works
Start your retirement planning journey and manage your pension effectively with us.
Access dedicated resources and tools designed to support you in guiding your clients through their pension journey.