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Personal Pensions

Our Pension Assessment will provide you with a thorough insight into your pensions and retirement options.

On average people change jobs 12 times in their lifetime, meaning you could hold a number of different pensions. This can make it difficult to keep track of the fees, performance, and what you are likely to receive when you do retire.

Find out if your pension is on the right track with our Pension Assessment.

Start Pension Assessment

How we can help

The world of pensions can be complex and confusing and it can be difficult to know which way to turn. Fortunately, our expert, independent financial advisers are on hand to provide clear advice that will always be in your best financial interests.

Your dedicated financial adviser will evaluate your current pensions and provide a bespoke recommendation for any changes that may help give you the retirement you want.

Assess your options

We offer a telephone based advice service, which helps you make the most of your pension pot. We will assess your pensions and provide recommendations to help you reach your retirement goals.

Reduce ongoing costs
Consolidate plans
Improve performance

How it works

1

Welcome

An introduction to Pension Works and a full explanation of our service, how we work and our fees.

2

Research

We will contact the pension providers to gather all relevant scheme information and assess your retirement aims and objectives.

3

Advice

After thorough analysis of all available options in the marketplace, your Pension HealthCheck report will then be issued with our recommendations. Your dedicated Financial Adviser will call you to explain the advice.

4

Transfer

If you decide to move your pension we'll make sure the whole process happens smoothly.

Book your Pension Assessment