Your no obligation pension check
by the Financial Conduct Authority
Your no obligation pension check
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.
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
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.
Your permission
Our boffins
Your decision
Your pension mission possible
What does full advice with no obligation mean?
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.
