Where to look for an adviser
Not ready for advice?
If you feel you're not ready for financial advice, there's support available where you can get good-quality guidance. Whatever you decide, making time to plan for the future is time well spent.
Visit the following websites for free and impartial guidance and support.
- MoneyHelper: access guides, tools and information to help improve your finances as well as your life savings.
- Citizens Advice: provides useful information to help you manage your finances.
- Pension Wise: a free and impartial retirement planning service, introduced by the government to help you understand your options. The Pension Wise service is a part of MoneyHelper.
Our financial guidance service
Pension customers, who don’t have a financial adviser, have access to our guidance service at no extra cost. The guidance service provides information on a wide range of issues to help you make the most of your pension savings. We can’t give you financial advice or make recommendations about what you should do but we can offer guidance to help you make decisions yourself.
Please remember that none of these guidance services provide you with a personal recommendation, if you want that you will need to speak to a financial adviser.
The Financial Conduct Authority and Prudential Regulation Authority do not regulate will planning or taxation and trust advice.
Getting ready for advice
Doing a bit of preparation before meeting a financial adviser can help you to feel more comfortable about your first session....
Is financial advice the secret to feeling good about your money and...
We surveyed over 4,000 customers and they told us how advice makes them feel better about their money, themselves and their...