Your appointment will be over the phone to discuss:

  • The different options you have for your pension pot(s);
  • How to shop around to get the best deal and avoid pension scams;
  • Other factors you may need to consider.
  • An appointment is a 45 to 60 minute conversation with a pensions specialist.
  • We’ll talk through your options for taking your personal or workplace pension money.
  • We’ll explain tax and give you next steps to take.
  • You’ll also get a written summary of your appointment.

To book a telephone appointment, call 0800 138 3944 or go to

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