Pension consolidation advice
Pensions collected over a working life can become difficult to follow. We help you see the whole picture and decide whether bringing some together would improve your retirement plan.
Clarity before you make a change
We compare charges, investments and retirement options, checking for valuable guarantees or protections you could lose. The right answer may be to combine some pots, keep others or leave everything where it is.
Our advice covers invested defined contribution pots. We do not provide defined benefit transfer advice.
Investments can fall as well as rise and you may get back less than you invest. Tax treatment depends on your circumstances and may change.
Start with a conversation
Your initial consultation is free. Any fees will be explained before a meeting takes place, and all meetings are without obligation.
Explore retirement planning, workplace pensions or MoneyHelper’s pension transfer guidance.