Retirement and pensions
How to choose a pension consolidation adviser
What to compare when looking for regulated advice about combining or transferring pensions.
Read guideFind the answer you need.
Practical explanations for the decisions ahead. Search by question or explore a topic.
Retirement and pensions
38 articles · Clear filtersRetirement and pensions
Pension Wise vs a financial adviser: what is the difference?
How free Pension Wise guidance differs from regulated pension and retirement advice in the UK.
Read guideRetirement and pensions
How to find a financial adviser for a defined benefit pension
What to look for when a defined benefit or final salary pension creates a specialist advice need.
Read guideRetirement and pensions
Should you transfer a final salary pension?
The major risks of transferring a defined benefit or final salary pension and when specialist regulated advice is required.
Read guideRetirement and pensions
How to choose a financial adviser for an NHS pension
What NHS Pension Scheme members should look for when financial planning involves public-sector pension benefits.
Read guideRetirement and pensions
Do you need a financial adviser for a SIPP?
When advice may help with a self-invested personal pension, including provider choice, investments, transfers and retirement planning.
Read guide
Retirement and pensions
How to choose a financial adviser for a SSAS pension
What business owners should compare when considering a small self-administered pension scheme.
Read guide
Retirement and pensions
Do you need a financial adviser for early retirement?
How advice can help test whether early retirement is affordable and coordinate pensions, investments and spending before State Pension age.
Read guide
Retirement and pensions
How can a financial adviser help with phased retirement?
Financial planning for reducing work gradually rather than stopping on one fixed retirement date.
Read guideRetirement and pensions
Do you need a financial adviser when you retire?
When financial advice at retirement may help with pensions, income, investment risk and coordinating different sources of money.
Read guide
Retirement and pensions
Do you still need a financial adviser after retirement?
How to decide whether ongoing financial advice remains useful after you have already retired.
Read guideRetirement and pensions
£100k pension: is a financial adviser worth it?
How to think about advice, minimum fees and retirement complexity with a pension worth around £100,000.
Read guide