Welcome and thank you for following the weblink from the Retirement Adviser directory

Without delay, we want to give you a personalised fee quote so you can compare our service and fee charges with other financial advisers on the Directory.

First of all we need you to tell us:

  • A bit about yourself

(including your age, your partner’s age, your health and whether you live in the UK or overseas)

  • What it is you want to do

(including your financial goals for savings, investments, retirement planning)

Please note our service does not extend to advising on defined benefit (DB) transfer

You can do this by emailing customerservices@wellmoneyclinic.com or calling 01823 743843

We will then e-mail a personalised fee quote to you (or send by post if you prefer). In the meantime please find some further information below on queries that often arise from Pension Wise clients. 

 

Safeguarded Benefits

Your pension may have valuable benefits that you would lose if you were to transfer out of it, such as additional death benefits, a pension for your partner after you die, a Guaranteed Annuity Rate (GAR) option or a protected tax free lump sum greater than 25%.

We will make enquiries with your pension provider to investigate the potential presence of safeguarded benefits and assess their value to you.