How It Works
Over the past three years we have refined our process to make it as easy as possible for you to find a better deal on your pension. Take a look at how to get started.
Step 1
Get In Touch
We collect some very simple information from you to allow us to start your pension comparison.
Step 2
Speak to our friendly Pension Professionals
One of our friendly advisers will give you a call from our Preston office to learn more about you and your pension requirements. Look out for a call from an 01772 phone number.
Step 3
Complete a form and pop it in the post
Once we have confirmed all of your details we’ll ask you to sign a Letter of Authority which is a regulatory requirement to enable us to retrieve the pension information and start the review process.
Step 4
Relax while we review all of your pensions
We’ll do all the hard work of reviewing all of your pensions, their performance and the annual management charges you are paying. We’ll then be in touch to book in a call with one of our fully qualified Independent Financial Advisers to give you our recommendation. If your pension is fine just where it is, we’ll tell you!
We only charge a fee should you wish to act upon the advice we have given you