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Get your pension guidance

Help and support

You’re eligible for an online appointment, which should take around 30 minutes. You can also save your progress and come back later.

Your online Pension Wise appointment

There are three parts to complete.

1. Helping you plan

Learn what to consider before drawing your pension and answer a few questions about your current plans. Your answers to these questions will get you thinking about your retirement needs and help us give you a tailored to-do list at the end.

Save and come back later

2. Your pension options

Read about your options for taking money from your pension. At the end of each page, you'll be able to say whether you're interested in that option. We'll add the next steps for those options to your to-do list.

  1. Retire later or delay taking your pension
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  2. Get a guaranteed income
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  3. Get a flexible income
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  4. Take your pension as a number of lump sums
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  5. Take your pot in one go
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  6. Mix your options
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3. Your appointment summary

View a summary document and to-do list based on your retirement plans and the pension options you’re interested in.

  1. View your summary document and to-do list
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Help and support

If you'd prefer to have a phone appointment, you can book it here.

If you have any questions, speak to a pension specialist on our webchat.

Hours

  • Mon - Fri: 9am to 5pm
  • Sat, Sun and bank holidays: Closed