This page will explain the types of appointment you can have – including self-guided online appointments or by phone with a pension specialist.
If you want to understand what your appointment will involve and if you’re eligible, visit our Pension Wise welcome page.
You can’t book a Pension Wise appointment if:
Call us free on 0800 011 3797 or use our webchatOpens in a new window One of our pension specialists will be happy to help.
Start your self-guided appointment online whenever you’re ready. Choosing a digital appointment means you can pause whenever you want, and all your information will be saved for when you want to come back. At the end, you’ll get personalised next steps to help you make the right pension choices for your circumstances.
The easiest and quickest way for most people is to book online, but you can also book by phone. You can select a date and time in the booking form.
Call to book on 0800 138 3944.
If you’re outside the UK, call +44 20 3733 3495.
Call between 8.00am and 5.00pm, Monday to Friday.
If your plans change, please cancel your Pension Wise appointment so someone else can use it.
There are only a limited number of face-to-face appointments, which can mean longer wait times. It’s best to book a face-to-face appointment if you have an accessibility requirement that means a telephone appointment isn’t suitable.
We don’t offer face-to-face appointments at our offices. Instead, you’ll have your appointment through one of our partners, Citizens Advice or Citizens Advice Scotland.
Call to book a face-to-face appointment on 0800 138 1585Opens in a new window.
If you’re outside the UK, call +44 20 3733 3495Opens in a new window.
Call between 8.00am and 5.00pm, Monday to Friday.
If a face-to-face or phone appointment isn’t suitable, you can use our online tool to understand the different ways you can take money from your pension pot.
Would you like to discuss the pension options of a family member, friend or someone else? Then we’ll need to get verbal or written consent from the person whose pension payments will be discussed.
If you have a power of attorney covering property and financial affairs, we’ll ask for a copy – this is to meet data protection requirements.
Call to book on 0800 138 3944.
If you’re outside the UK, call +44 20 3733 3495.
Call between 8.00am and 5.00pm, Monday to Friday.
We can provide a British Sign Language interpreter appointment by video, depending on your needs.
Complete the form to request an appointment and we’ll contact you within 2 working days.
