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Advice on your Company’s
DB Pension Offer
How we can help you
We support thousands of people every year who have received a pack in the post offering advice on their company defined benefit pension scheme. If you’ve received an offer, we’ll work together to make sure you make the right decision.
Our advice is entirely independent from the pension scheme, and is focused on your own personal circumstances, aspirations and financial goals. To help you prepare for your appointment, please see our guides below.
Additional Service information
As you may spend a third of your life in retirement, it is important to think about what money you need to support you in the future. Retirement also isn’t all about pensions and there are a number of things to think about:
- What sort of lifestyle do you want to have?
- What income do you need, day to day and in the future?
- Do you have other income available to you in retirement?
- How long do you expect to live in retirement?
- How much risk are you prepared to take with your income?
Getting the most out of retirement
Please read our short guides and videos to help you prepare for your appointment and make a fully informed decision.
Looking ahead for a happy retirement
Getting the full picture
Understanding your flexible
retirement options pension offer
Getting the most out of retirement
Getting the full picture
Understanding your Pension
Increase Exchange offer
Talk to a local expert
Ready to talk with us about your retirement? We have qualified advisers throughout the UK. If you have received an offer pack from your pension scheme, this will contain details of how to contact us to book your appointment.