Understand where you’re heading and whether that aligns with your retirement goals, such as date and income.
Bring visibility to what you have and see whether consolidating could be the better decision for you.
Whether it’s years away or getting closer, it’s important to know whether your trajectory is forecasting the future you want.
What suits you at 35 is not always right at 55. Uncover whether your plan fits your goals and lifestyle.
That’s why we’re here.
Let us guide you today.
In less than 60 seconds, give us a few basic details and choose a time that suits you. We’ll connect you with the best-placed person at Pension Pulse.
We’ll talk about what you’ve got, what matters to you and what you want your future to look like. No jargon. No pressure. Just a proper conversation.
If you decide, we can go away and gather the facts, evaluate where you stand and explain a personal recommendation with the best options available.
Get a clear picture of where you stand before you even have to think about commitment. Seeing our recommendation doesn’t commit you to becoming a client. If you decide to go ahead, we’ll explain any costs clearly first.
Independent with full market access
Over 100 years’ experience on our board
Partnered with the largest investment company in the world, BlackRock
Our team supports 1000’s of clients
Have a 99% retention rate
Too few people are getting the financial advice that could help them make better decisions. The advice gap exists because traditional delivery models have not made regulated advice work efficiently and accessibly for enough people.
Pension Pulse is redesigning how regulated financial advice is delivered to create a better experience for everyone. Human advisors are supported by specialist teams and technology to improve capacity, speed and clarity, while maintaining the same quality of regulated advice across a broad range of pension values.
Pension Pulse is designed to serve clients across a broad range of pension values, including people who may fall below conventional advisor thresholds, without creating a lower quality tier of advice.
Our average client advice journey is 82.1% faster than the industry benchmark. Specialist teams and technology reduce friction behind the scenes, helping advice move faster while advisors remain focused on client conversations.
By combining human advice with technology, we can keep customers at the heart of every decision. That approach has helped deliver 99.7% client retention, a 4.9 Trustpilot rating and, most importantly, better financial wellbeing.
And the consequences are real too.
of people in the UK receive financial advice.
of the population don’t take financial advice and 69% of those who do are pension-related advice
of over-45s don't have a clear plan for how they'll take their pension or don't realise they need to make a choice
is the typical average amount of assets held by advised clients – we support people with as little at £20,000
The advice gap is not just about pension size. It shows up in access, outcomes and lost wealth.
Sources: FCA
Pensions come with questions. Good advice should come with answers, fuss-free answers without the jargon.
If you recognise yourself at any moment in this video, then we exist to help you.
Partnering with workforces to bring accessible, no pressure sessions that make pensions easier to understand.
Learn moreWe dedicate 1% of every pound we earn to projects around the UK that need help the most.
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