Have you heard about Pension Wise? | News | The United Fund
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Have you heard about Pension Wise?

04/01/2024

If you’re aged 50+, you can request an appointment with Pension Wise, part of the Government’s MoneyHelper service.

Pension Wise is a free Government service that can provide you with impartial guidance about your retirement options. If you request a transfer value or a retirement quote, we’ll remind you of this service. Recent regulatory changes mean that if you want to take or transfer your Additional Voluntary Contributions (AVCs) in the Fund, you’ll need to confirm to us that you’ve either already had a meeting with Pension Wise or that you thought about it but decided it wasn’t necessary.  

You can book a Pension Wise appointment online here.