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Made simple.

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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
FSCS Protected

Your pension options.

Made simple.

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

Slide Over 1.3 million

How many UK pensions have been accessed for the first time since 2018

Slide Over 21,643

The number of UK clients we have already helped with their pensions

Slide Over £1/2 billion

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

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.

Slide Step 1
Your permission
Complete and return a simple form giving us your permission to check your pension.
Slide Step 2
Our boffins
Our specialists gather and analyse all the information we need about you and your pension.
Slide Step 3
Your decision
We’ll send you a report, clearly stating what we think you should do. The choice is then yours.
If you decide to make a change to your pension, including releasing money from it, we will take care of everything for you. We’ll also let you know in writing what the fee would be. Or, you can choose to walk away with nothing to pay.

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.

Greater protection for you and your pension

What our customers have to say

With a 97% approval rating on reviews.co.uk our heart beats a little faster when we read what our clients have to say.

Slide "Without Portafina’s help I would have had to borrow money or continue living on a very limited income. They showed me I did not need to take my full allowance. Just what I needed to make life comfortable again." Portafina Review Michael, Glasgow (58) Slide "I needed to release funds from my pension for some home improvement work and Portafina sorted the whole process quickly and professionally. Excellent service." Portafina Review Jeremy, Walsall (55) Slide "Portafina helped me to get back on track as I was on shutdown. They got all the paperwork together so that I didn’t have to. Thank you for all your help and support" Portafina Review Kevin, Birmingham (62)
The personal touch, for when you need it

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

The government changed the pension rules to give people more freedom and flexibility around how and when they access their retirement savings.