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Pension Wise

This is a Claimed service
Delivered by: Citizens Advice Scotland This is a Claimed organisation
Last reviewed: 28/04/2022

Pension Wise offers impartial guidance to people who are thinking about accessing their defined contribution pension. It explains the options open to the client and how each will impact on their tax and benefits as well as how to shop around safely for products and find other trusted sources of guidance and advice, setting out the next steps to take.

Appointments are over the phone or face to face. You will get a summary of the pension options and next steps you need to take after your appointment. Appointments are available to anyone aged 50 or over who has a defined contribution pension.

Pension Wise guidance specialists are impartial – they don't recommend any products or companies and won’t tell you how to invest your money.

Call for more information or to book an appointment visit the Pension Wise website.

Regions:
  • Scotland

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