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Cancel a Pension Wise phone appointment
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When someone needs formal help managing their money

Arranging to formally manage someone’s money for them is a big step – both for you and the person you’re helping. It means that at some point, you might have...
Article

Get a summary of your Pension Wise appointment

View, download or print a summary of the options discussed during your Pension Wise appointment.
Article

Helping someone who has lost mental capacity manage their money

If a loved one can’t manage their money because they’ve lost their ability to make decisions, you might need to step in and help. In this guide, we cover actions...
Blog post

Protect yourself from illegal finfluencers

If you’ve spent any time scrolling on social media, odds are you’ll have come across a growing number of financial influencers – ‘finfluencers’ – who are sharing...
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Pension Wise: learn how you can take your pension

A free Pension Wise appointment explains the options for taking money from your defined contribution pension. It’s impartial and backed by government.
Article

Should I transfer or combine my pensions?

Transferring your pension might mean you get lower fees, different withdrawal options and let you bring your different schemes together. But you risk losing ...
Article

Money problems and mental wellbeing

Worrying about money problems can affect your mental health. Find out more about how to take control of your finances.
Article

Take your pension as a guaranteed income: annuities explained

If you have a defined contribution pension, you can usually choose how and when to take your money. One option is to convert some or all of your pension into...
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Support if you're self-employed

Whether you’re new to working for yourself or have been doing it for years, it’s important to keep up to date on the benefits and grants available to you to ...

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Cancel a Pension Wise phone appointment

Article

When someone needs formal help managing their money

Article

Get a summary of your Pension Wise appointment

Article

Helping someone who has lost mental capacity manage their money

Blog post

Protect yourself from illegal finfluencers

Topic

Pension Wise: learn how you can take your pension

Article

Should I transfer or combine my pensions?

Article

Money problems and mental wellbeing

Article

Take your pension as a guaranteed income: annuities explained

Article

Support if you're self-employed

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