Why choose us?
Many people across the UK regularly pay into a private pension without completely understanding what return they will see when they come to retire. These private pensions are being consumed by hidden fees, excessive charges and poor performance.
It can be hard to know if you’re getting the best or most suitable private pension for your future retirement plans. Don’t worry though – we are the pension specialists and are here to help.
We pride ourselves on our open and transparent Pension HealthCheck service that always puts you first, and we only suggest changes 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.
Call Pension Works on 0808 164 2664 and let us help make your pension work for you.
Why Pension Works
No obligation, no pressure
Our Pension HealthCheck comes with No obligation and No pressure. If your pension is performing we’ll tell you so, and it won’t cost you a penny.
Independent and transparent
Pension Works are not tied to any pension provider. This allows us to stay independent and only select the most suitable and best-performing policies for you.
FCA Regulated and ISO 9001 Accredited
We are fully regulated by the Financial Conduct Authority, and ISO 9001 accredited, meaning our advice will always be in your best interests.
Convenient and flexible service
Being a telephone and internet based business, we can provide independent and professional pension advice at a time that suits you.
Unlike traditional Financial Advisers, we aim to be more flexible and available when you need us. Our service and Pension HealthCheck is telephone and email based, allowing us to work for you at a time that is suitable.
This flexibility gives you access to a completely qualified and FCA regulated Independent Financial Adviser in the comfort of your home and without requiring to book an appointment weeks in advance.
Although we are an online and telephone business, your details and information are fully secure like you would expect from your traditional IFA. Our business model means we can keep our fees low, passing those savings onto you and helping your pension pot to grow and potentially deliver the retirement you desire.
Meet some of our team
Independent Financial Adviser
For over 10 years, James has worked within the Financial Services industry, specifically in life and pensions. Being able to deliver open, honest and independent advice is what James enjoys the most about the role.
Qualifications: Pension Planning (AF3), Diploma in Financial Planning, Investment Management Certificate (IMC), Certificate in Financial Planning (CertFP)
Working closely with Pension Works’ Independent Financial Advisers, Natalie provides all of the pension product analysis necessary to produce your pension review. Natalie loves the research element of her role, especially finding out all of the key stats and new product data that helps our IFA’s deliver first-class pension advice.
Qualifications: Level 4 Diploma in Regulated Financial Planning
As a Financially Regulated business, David’s role is to safeguard the business ensuring that we follow our legal obligations and work with our clients in the correct manner. Keeping abreast of legal changes and monitoring Pension Works processes is a full-time role but David is always happy to lend a hand and is a key driver to how we work.
Qualifications: Associate of the Chartered Insurance Institute, Chartered Institute of Securities and Investments Foundation Level.
Roisin plays a key role at Pension Works liaising with clients and pension providers to secure the correct information in order to research existing pension policies. Roisin enjoys the daily contact with clients and making sure our processes run smoothly to deliver great customer service
As Operations Manager, Chris has been integral to building the foundations for the future growth of Pension Works. Whether liaising with large multi-national businesses to identifying genuine talent for our client services team, Chris lives and breathes the Pension Works brand.