Pension wise

Pension wise is a free and impartial service that helps people over the age of 50 understand the different ways they can take their Defined Contribution pension pot. Our guidance is impartial so we won't recommend any products or companies and won't tell you how to invest your money.

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A Pension wise appointment is a conversation between you and a pension specialist. We'll talk about the options you have for taking your pension money.

The appointment will last around 45 to 60 minutes and we will :

  • Explain your pension options

  • Explain how each option is taxed

  • Give you next steps to take

There are now 5 locations that are offered for a face to face appointment in Edinburgh and these are -

Appointments can be made through the pensionwise website or by calling 0800 138 3944.