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Helping Hands: Where to get guidance

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So far this week we’ve looked at at the differences between financial advice and guidance, and why you might consider getting expert help. Today we’re showing where you can get guidance when thinking about taking your retirement benefits.

Look no further than Pension Potential

If you’re considering taking your retirement benefits and want some help with your options, Pension Potential can help. Watch this video to find out more.

With Pension Potential you can:

  • Compare your retirement options – fill in a few basic details about your likely pension pot and retirement age, and you’ll receive a personalised options pack. The pack explains your different options, so you can compare each and what it could mean for you.
  • Get expert help – book a free call through the hub with a Pension Potential retirement expert. They offer expert guidance and explain things clearly, so you can feel confident you’re making the right choice.
  • Shop for a guaranteed income (annuity) – if you’re interested in a guaranteed income (annuity), you can use the Pension Potential annuity finder to generate tailored , personalised quotes and buy your annuity – all in one place.

Pension Potential offers expert guidance and lots of support to help you understand more about your retirement options.

Pension Potential doesn’t offer advice. But, if you decide you need financial advice, they can refer you to our Chartered Financial Planning service.

Pension Potential Gif

Further support available

As well as speaking to an expert from the Pension Potential team, you can also arrange a free call to Pension Wise. Pension Wise is a service from MoneyHelper, backed by the government. They offer free, impartial guidance to people who are over 50 and can explain the options to take money from your pension.


⛔ Don’t lose out to scammers

In the past the average pension scam visit has lost £75,000. Don’t let that be you.
Check out our top tips on spotting pension scams.

Related Resource

Related Resource
Money Advice Service Pension Calculator