Our expertise is advising those who are members of a Safeguarded Benefit (also known as a defined benefit or final salary) pension scheme on whether or not they should consider moving to another type of arrangement.

How We Work

Facts & Questions

  • How Much Do You Charge For Your Service?

    • You can find the details in our Services & Fees document which you should read carefully and discuss with us if anything isn’t clear.

      We will issue a ‘Personalised Charges Document’ to you which will confirm any charges you will be liable for. We will issue this once we have assessed the scope of the work we will complete. We cannot charge you any fee until you confirm acceptance of the charge.

  • How Long Does It Take For You To Send Me Your Report And Advice?

    • Once we have the information we need from your defined benefit pension scheme and any other relevant providers it usually takes us three weeks to produce our report and advice for you. That includes time for it to be checked and reviewed before we send it to you.

  • If I Take Your Advice, How Long Does It Take To Make The Arrangements?

    • This depends on the advice and what it involves doing, but it generally takes between eight to ten weeks. We will be happy to give you more information about this for your particular circumstances once we’ve sent your report and advice.

      Please note: Pensionhelp do not guarantee to meet any Transfer Value Expiry Dates. Our role is to provide financial advice to clients. This involves gathering information from clients and third parties. We cannot confirm suitability of advice until we have all of the information required and on occasion this means that we are unable to meet deadline dates. On occasion new transfer values will need to be obtained, schemes may charge for this, and new transfer values may be lower than existing ones. Pensionhelp accept your case to review on the basis that you understand that we do not guarantee to meet any deadline dates.

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