Pension Works delivering trusted financial advice in conjunction with GUIIDE
It’s a legal requirement to seek expert advice from a fully qualified DB specialist for any Defined Benefit Pension valued over £30,000 or more if you are considering a transfer.
At Pension Works, our Independent Financial Advisers will assess your Defined Benefit pension and the Cash Equivalent Transfer Value (CETV) you’ve received, along with a number of other careful considerations in order to determine if transferring the pension to a Defined Contribution policy is in the
best financial interests for you.
"Pension Works were recommended to me by my financial advisor and were very helpful and informative throughout about the transfer of my pension. Dylan Davies was very professional and courteous and gave excellent advice in a clear manner that was easy to understand. I was kept updated throughout the whole process."
Trustpilot - Leon Hart
Peace of mind
We pride ourselves on our open and transparent advice that always puts you first, and we will only ever make recommendations that would be in your best financial interests.
Our team of pension experts are fully authorised and directly regulated by the Financial Conduct Authority, so you can be confident that any advice is delivered to the highest industry standard with clear, simple and jargon-free language.
We work with all major UK pension providers allowing us to find the pension that helps you meet your retirement goals, and ensures your retirement is in experienced hands.
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What our clients say
The service from all team members from start to finish was excellent. Alistair Milner was professional, informative and clearly explained the process and all options at each stage. I would recommend without reservation Pension Works.
Lynn Stapleton - January 2022
I have received excellent service from the team at Pension Works. They have always been very friendly on the phone and quick to respond. The IFA dealing with my transfer, Paul Chester, explained everything in simple but informative terms making sure I understood the implications of the transfer in respect of my overall retirement as well as the costs incurred so there were no surprises.
Wendy Wilson - March 2021
Excellent service, they pulled out the stops to deliver on time. Not only that, but the quality and detail of the advice was excellent. I should add that I worked in FS for over 40 years and am not easily impressed, but they did!
David - October 2021
Paul Chester made what can be a difficult process as easy as possible. He made a clear case for both the pros and cons of transferring out of a defined benefit scheme whilst listening to and understanding my needs. He worked quickly and efficiently and was easy to reach when I needed questions answered...an easy 5/5 from me.
Andrew Gordon - July 2021
Dealing with Andrew Murphy, very professional with a lovely friendly manner that immediately puts you at ease. Would recommend Pension Works and particularly Andrew for any advice etc needed. 5/5 on all counts. Thank you Andrew
Michael Kelly - September 2021
Excellent service from James at pension works,direct and clear cut ,every detail wether it was plus or a negative explained in a manner that you can understand clearly, would certainly recommend them to handle your financial investment.
Stephen Barber - February 2021
Used Pension Works to discuss transferring my defined benefits pension after seeing the excellent reviews they received. Process was extremely simple and they kept me informed throughout the review. Everyone I spoke to from the initial contact right through to the advised was extremely helpful and friendly would definitely recommend
Mandy MacKenzie - May 2021
My experiences with PensionWorks have been very positive. Very professional service with skilled people taking you through the process and explaining every step. Communications very good and timely as well which enabled everything to flow seamlessly.
Tony Stewart - June 2021
Alastair Milner provided a very professional service from start to finish. Extremely knowledgeable, undertook a detailed fact find and fully understood what I was trying to achieve. Provide sound, clear and concise advice. Clearly a people person who puts customer service top of his agenda. I would highly recommend Pension Works and Alastair.
Colin M - August 2021
