Pension Wise

Since 6 April 2015, pensions have changed giving you more freedom to choose what to do with your pension pot.

Pension Wise is a new government service that will help you go through your options so you can make informed and confident decisions that are best for you and your family. It is not regulated financial advice – it provides impartial guidance and does not recommend products or providers.

You can get information and guidance online at You can also book an appointment with a guidance specialist on the phone or face-to-face.

A pension wise appointment may help you if you:

  • are approaching retirement or are 50 or over
  • have a defined contribution pension
  • are thinking of accessing your pension
  • have not had a guidance appointment before.

Citizens Advice is providing face-to-face Pension Wise guidance from over 500 locations across England and Wales.

To book a phone or face-to-face appointment, call 0800 138 3944.



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