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Book a free telephone pension review

Get help with retirement from a pensions expert. Learn more about our pension review service.

What is a pension review?

A free pension review is the perfect opportunity to get assistance from an expert. Speaking to a pensions expert can help if your savings need some attention or you just want to ensure you’re doing all you can.

Just fill in this short form and we’ll be in touch to arrange your telephone pension review.

How can a pensions expert help you?

A Bestinvest pensions expert can help you in a variety of ways, including:

What do I need to review my pension?

You don’t need lots of details or documents to review your pension with Bestinvest. It’s just a case of entering your contact details in the form on this page, including your name, email address and phone number.

Our pensions experts have seen it all before. So even if you can’t find your pension paperwork, get in touch and they’ll be happy to give you a hand.

Next steps after reviewing your pension

Your telephone pension review will involve a free conversation about your pensions and what we can do to help.

If you have more complex needs, we may suggest you take professional advice from one of our advisers. This advice will cost money, but we will agree any fees with you before starting work.

You can also explore our website’s useful Pensions Explained section. We’ve stocked it full of free resources such a wicked pension jargon buster, a self-employed pension guide, and helpful answers to questions such as, How are pensions divided when you divorce?

Frequently asked questions about a pension review

Why review your pension?

There are many reasons to review your pension, from gauging your potential retirement income to checking the fees you’re paying. Other common reasons to conduct a review of your retirement finances include tracking down lost pension schemes and making the most of any available tax allowances.

What to ask in a pension review?

The questions you ask in your pension review will be unique to your individual circumstances. However, tax, investment performance and the lifetime allowance are all areas that people commonly discuss. You’ll also be able to ask about your overall retirement plans and how they’re shaping up.

What is a no-obligation pension review?

A no-obligation pension review simply means you don’t get charged for the service you receive. If you decide to take things a step further by requesting formal advice, any fees will be pre-agreed between you and the provider. It all means you won’t face any hidden charges or unwanted surprises.

Book a free telephone pension review

Need more help?

If you can't find the answer to your question, get in touch or we'll be happy to call you.

Call usCall us on 020 7189 9999