You’ve completed your Pension Wise appointment

Based on what you told us, we’ve made a list of your next steps.

Your personalised to-do list

Here’s what to do next, based on what you told us. You can complete these steps in any order.

Download a summary of the information and pension options discussed in your Pension Wise appointment to print or keep.

These actions can help you plan and prepare for your retirement. 

Update your beneficiary
Learn what happens to your pension after you die (opens in a new window) . Check your provider knows who you'd like as your beneficiary – the person or people who you want to inherit your pension.
(approximately 10 minutes)
Consider paying for regulated financial advice 
Drawing your pension is complex. Our guide can help you find a regulated financial adviser (opens in a new window)
(approximately 5 minutes)

Chat with one of our pensions specialists now using the webchat.

Available Monday to Friday, 9am to 5pm.

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