Financial advice

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Key questions to ask your financial adviser

If you’re approaching retirement and want to see a financial adviser, it’s a good idea to speak to a few so you can compare the service they offer and find out if they’re right for you. Here are some questions to get you started.

Understanding what Pension Wise is and how to use it

If you are aged 50 or over and have pension based on how much has been paid into your pot (a defined contribution pension), you can get free guidance from Pension Wise - a new service backed by the government. This guide explains how Pension Wise works and how to prepare for your appointment.

Retirement – why should I get advice?

When you’re coming up to retirement you have lots of decisions to make, not least how to convert your pension pot into retirement income. In this guide we explain why you should get help and where you can find it.

Find an adviser

If you decide you want financial advice, you can begin your search for the most appropriate regulated financial adviser for you by simply entering your postcode below:
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