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Pensions guidance form

We recommend you take guidance from Pension Wise

Pension Wise is a free and impartial government service to help you understand what you can do with your pension money. They offer telephone or face-to-face appointments with highly trained professionals.

You'll get:

  • guidance on how to make the best use of your money (they won't give a recommendation)
  • information about tax when taking money from your pension
  • tips on getting the best deal including how to compare products, get financial advice and avoid scams
Would you like to book a free appointment with pension Wise, the government’s impartial guidance service?

To book your free appointment you can:

Call us to make an appointment with Pension Wise 0345 935 0100

Lines are open Monday to Friday, 9am to 5pm. Call charges will vary. We may record and monitor calls. You will need your national insurance number and preferred appointment dates.

Book directly using the Pension Wise booking service

Once you’ve had your appointment, if you still wish to  request a quote and application you can return to this form and complete your request.

We recommend you take guidance or advice before accessing your pension pot.

Would you like help from an independent financial adviser?

A financial adviser can help you find products that are personalised to your individual circumstances and help you plan for the things you want to do with your money in the future.

Finding an adviser

Once you’ve spoken to an adviser, if you still wish to  request a quote and application you can return to this form and complete your request.

We recommend you take guidance or advice before accessing your pension pot

You may benefit from getting further guidance or advice if your circumstances have changed since you had guidance from Pension Wise.

If you don’t wish to take further guidance or advice, you can opt out.

Opt out of guidance or advice

If you don’t wish to take guidance or advice, you can opt out.

You may benefit from getting further guidance or advice if your circumstances have changed since you had guidance from Pension Wise.

If you don’t wish to take further guidance or advice, you can opt out.

You may benefit from getting further guidance or advice if your circumstances have changed since you had guidance from Pension Wise.

If you don’t wish to take guidance or advice, you can opt out.

Continue to Requesting a quote

Confirmation

Please confirm your answers to these questions by providing your first name, surname, date of birth and today's date in the boxes below before submitting this form.

Please note you can also type in your date of birth