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Our goal is simple, we want to help you enjoy a more secure and comfortable retirement. We are regulated by the Financial Conduct Authority (FCA), which means we meet strict standards and put your interests first.

38%

of people are at risk of pension poverty
Pension advice simplified

Welcome to Pension Pulse — where customer experience is at the heart of everything we do.

Find pensions complicated? Does the information you receive feel confusing and full of financial jargon?

Our team of experts are here to provide you with the best possible advice — and you’ll be glad to know we speak in plain English.

In most UK households, two worries are common: “Am I healthy?” and “Do we have enough money?”

Whether you’re 18 or 80, pensions are key to giving yourself the best chance of a positive, stress-free retirement.

We specialise in pensions advice. If you have questions about your personal pension, consolidating old pensions, how your pension is performing, or when you can access your money, our team can help.

Here’s a simple step-by-step guide to how we do that.

Take your time to read through. If you value excellent customer experience and want to be in safe hands, contact us — your pension is at the heart of our business.

92%

of working-age people will have pension incomes below the “comfortable” Retirement Living Standard as defined by the Pensions and Lifetime Savings Association.

Your Pension Pulse plan

  • 1 Step 1

    Once we receive your initial inquiry, a dedicated Client Relationship Manager will speak to you within 24 hours. They will introduce themselves, walk you through the process in plain English, and answer any questions you may have.

    If reviewing your pension arrangements sounds like the next step, we’ll set up a consultation with one of our expert advisors, free of charge

  • 2 Step 2

    After a chat with your pension pulse advisor, where we really get to understand your needs and goals, you’ll receive a Welcome Pack. Think of it as a personalised starter kit!

    Inside, you’ll find lots of details about ‘Who We Are,’ how we help, and some paperwork to move the process along.

    No jargon, just a simple and easy-to-follow letter to help us collect and analyse all of your pension history, fees you’re paying, and your pension's performance. 

  • 3 Step 3

    Once we receive the forms back, our pension administrators work with your current pension providers to gather all the information so we know more about your pensions. 

    The more we know, the better informed you will be!

    With all the important pension information gathered, your Client Relationship Manager will arrange a time for you with one of our senior pension pulse advisors. We call this meeting ‘Getting To Know Your Client’, and it’s a chance for you to share your dreams and aspirations and goals for your retirement, when you want to retire and what you’d like to do most in retirement. Our job is about making your financial plan uniquely yours.

  • 4 Step 4

    As part of getting to know you, we’ll roll up our sleeves and dive into detailed research to help shape your financial future.

    We’ll put all of this into a report, with tailor-made recommendations to boost your retirement plans and give your pensions lots of attention both now and well into the future.

    We will lay out any fees and charges and clearly demonstrate how our advice can provide you with a better retirement.

    There’s no pressure and, of course, no obligation to proceed.

  • 5 Step 5

    Ready to implement our advice and recommendations? Fantastic!

    We’ll handle all the paperwork and applications needed to set up your new pension Pulse plan. Plus, a designated Client Services Manager will keep you in the loop every step of the way, torack progress, share updates, and  all from the comfort of your secure online pension (pulse) portal.

Curious to find out more?
Speak to a member of our team today for a free pension health check

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