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Pension Wise

Pension Wise is now part of MoneyHelper. We provide free and impartial guidance about your defined contribution pension options.

Pension Wise can help if you:

  • Are aged 50 or over
  • Have a personal or workplace pension
  • Want to make sense of your options

The appointment will involve specialist pension guidance, that lasts 60 minutes and is local to you or over the phone.

You can find out what you can do with your pension pot, how to shop around and what to look out for with taxes and fees. We explain how to avoid pension scams and the importance of taking your time to make sure your money lasts as long as you do.

Our partnership covers Derbyshire, Leicestershire, Lincolnshire, Nottinghamshire and South Yorkshire.

How to book

To book, call your local team on 0808 146 7709. Lines open Monday to Friday, 9am to 4pm (except Bank Holidays). Alternatively book online at https://www.moneyhelper.org.uk/en/pensions-and-retirement/pension-wise.

If you can’t hear or speak on the phone, you can type what you want to say using Relay UK.

Relay UK: 18001 then 0808 146 7709

You can use Relay UK with an app or a textphone. There’s no extra charge to use it. Find out how to use Relay UK on the Relay UK website.

We also offer British Sign Language video appointments. Simply book your video appointment by visiting moneyhelper.org.uk/pensionwise.

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