About My Pension®
Real guidance, clearer choices.
Pensions are full of decisions that only come around once, when to consolidate, when to draw down, how much tax-free cash to take, whether an annuity makes sense. Most people face them without ever having spoken to an adviser. My Pension exists to close that gap with a single, well-used hour rather than an ongoing commitment.
We connect you with an FCA regulated financial adviser for a one-off, 60-minute clinic. You bring the question that's been sitting with you; we bring straightforward, jargon-free guidance you can actually act on.
What a clinic covers
Pension health checks
Understanding whether your pension is on track for the retirement you want.
Consolidation & transfers
Weighing up old workplace pensions and whether bringing them together makes sense.
Drawdown & tax-free cash
Working through your options for accessing your pension and the tax implications.
Contributions & tax planning
Making sure you're contributing in a way that suits your circumstances.
Investment choices & annuities
Talking through risk, fund choices, and whether an annuity fits your plans.
Who you'll speak to
Every clinic is led by a qualified, FCA regulated financial adviser. Clinics are one-off by design, there's no ongoing contract, no product to sign up to at the end, and no pressure to come back. You leave with clarity on your options and a sense of what to consider doing next. And your details stay with us, we never sell your information on as a lead to anyone else.
Why one-off, not ongoing
Not every pension question needs a long-term advisory relationship. Often what's missing is simply an hour with someone qualified to talk it through. That's the gap we built My Pension to fill, at a fixed cost of £100, with nothing else attached.