View your appointment summary

After your appointment, use this to:

  • view a summary of the pension options discussed in your Pension Wise appointment
  • print or download the summary.

Before you start

You should have had a phone or face-to-face 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 an adjustable income (receiving income from a drawdown arrangement)
  • 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.

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MoneyHelper is the new, easy way to get clear, free,
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Looking for us? Now, we’re MoneyHelper

MoneyHelper is the new, easy way to get clear, free,
impartial help for all your money and pension choices.
Whatever your circumstances or plans, move forward with MoneyHelper.

Continue to website
Looking for us? Now, we’re MoneyHelper

MoneyHelper is the new, easy way to get clear, free,
impartial help for all your money and pension choices.
Whatever your circumstances or plans, move forward with MoneyHelper.

Continue to website
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