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 you reach out, a team member will call you within 24 hours.
    • They'll explain how everything works and answer your questions no confusing jargon and no pressure
    • If you're ready, we'll book a free chat with an adviser.
  • 2 Step 2
    • Have an easy conversation with your adviser about your goals and why you're seeking advice
    • You’ll then get your personalised welcome pack. It includes info about us and a quick form to help us learn about your pensions.
  • 3 Step 3
    • We contact your current pension providers to collect the key details and keep you in touch every week
    • Then you’ll meet a senior adviser to talk about your pension information and what it all means. The more we know, the better we can help.
  • 4 Step 4
    • We dig into the details and create a clear report just for you.
    • The report covers the best advice for you based on all the hard work to date.
    • If you're happy and it makes sense, then the next steps are the exciting ones.
  • 5 Step 5
    • We handle all the forms and set everything up for you.
    • The client services team keeps you updated every step on the way
    • Once your advice is in place, sit back, keep up to speed on monthly content and let us do the hard work

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

Download Welcome Pack

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