Your pension options.
Discover what you could do from 55,
Including taking up to 25% tax-free cash.
We are authorised and regulated
by the Financial Conduct Authority
The numbers at a glance
How many UK pensions have been accessed for the first time since 2018
The number of UK clients we have already helped with their pensions
The amount of pension savings we manage for our clients
Taking pension money early isn’t right for everyone because it could leave you with less to live on in retirement.
That’s why it makes sense to talk with an independent and regulated financial adviser first.
Get started for free
Our initial investigation into your pension is free. And in most cases we can continue to provide full advice with no obligation. At any stage you can choose to walk away, better informed and with nothing to pay.
How it works in 3 easy steps
With our no obligation pension check discover what you could do with your retirement savings.
Greater protection for you and your pension
Through Portafina, your pension savings are protected by the Financial Services Compensation Scheme up to £85,000 in the event your scheme provider fails. You also have access to the Financial Ombudsman Service, which means additional security around the advice we give you.
What our customers have to say
The personal touch, for when you need it
Unlike most financial advisers we operate our service remotely, which means most things are taken care of online, by email or through the post. Sometimes only a conversation will do, though. So, we have a team of pension specialists ready to support our clients over the phone, Monday to Friday, from 8am to 5pm.
More financial flexibility for you