After your appointment you can view a summary of the pension options discussed in your Pension Wise appointment and print or download the summary.
Before you start
You should have had an appointment with a Pension Wise guidance specialist.
Some information in the summary might not apply if, during your appointment, we found that you:
- have a Section 32 arrangement – you might not be able to transfer your pension
- are already taking a flexible retirement income (receiving income from a pension drawdown pot)
- have inherited your pension pot – the amount of tax you pay will be different
- have a fixed term annuity and a maturity amount is payable.
In these cases, all the options might not be available. You’ll need to contact your provider for more details.
If you haven’t yet had a Pension Wise appointment you can book an appointment online
More questions after your appointment?
If you’ve got any more pension questions that weren’t answered in your Pension Wise appointment, 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.
Our help is impartial and free to use, whether that’s online or over the phone.
Opening times: Monday to Friday: 9am to 5pm. Closed on bank holidays.
