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Your no obligation pension check

Discover the best pension option for you from 55, with no commitment upfront. We are authorised and regulated
by the Financial Conduct Authority
FSCS Protected

Your no obligation pension check

Discover the best pension option for you from 55,
with no commitment upfront.

We are authorised and regulated
by the Financial Conduct Authority

Your pension. Your choice.

From 55, as long as you have an eligible scheme, you have a number of options when it comes to your pension. This includes taking money early from your pot, which lots of people are doing: since 2018 over 1.3 million pensions have been accessed for the first time1.

There are risks to consider, though. This is why it makes sense to speak with an independent and regulated financial adviser, such as Portafina, before you make any decisions.

Your pension. Your choice.

Taking pension money early isn’t right for everyone because it could leave you with less to live on in retirement.

Get started for free with Portafina

Get started for free with Portafina

We can check to see what pension option is right for you. Our initial investigation into your pension is free. And in many 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 which pension option is right for you.

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 taking money early from your pot, we can take care of everything. This includes managing your pension for you. We would let you know in writing what the fee would be. Or, you can choose to walk away with nothing to pay.

Your pension mission possible

Discover how a pension check with Portafina could work for you.

What does full advice with no obligation mean?

We will analyse your pension and your circumstances, getting to know you better with a quick telephone appointment before sending you our financial advice as part of your recommendation report. You get to find out exactly what we think you should do with your pension, and why, without having to pay a penny. This is full advice with no obligation.

Your report would also state how much it would cost if you like our advice and ask us to act on it. You then have a choice. Instruct us to go ahead, in which case we’ll take care of everything for you. Or, walk away with nothing to pay.

What does full advice with no obligation mean?
If you don’t qualify for full advice with no obligation, we will let you know how much it would cost to complete your pension check. So, you could still choose to walk away without having to pay us a penny.