Frequently Asked Questions

How much does this pension review service cost? We provide the pension review service free of charge and without obligation.

What information is required to begin the review process? All that is required is a completed Pension Information Form with the details of your pension provider(s) and policy number(s).

How long does this process take? Once you have met with your Pension Review Specialist and have completed Pension Information Form, we send this form off to your pension provider to request your fund information. This can take several weeks; depending on the provider, it can take up to 6 weeks.

Can I include a CURRENT workplace pension? No - if you are currently in a workplace pension, it is normally best to leave it there and not jeopardise future employer contributions. This may not apply to previous employment pensions, it's best to get the information so you can make an informed decision.

What happens next? Once all the information has been received from your pension provider(s), you will then meet with your Pension Review Specialist and you will be able to make considered decisions about your retirement plans. We can, at your request, introduce you to a variety of different opportunities than may enhance your current pension provision.

If you have a question, not covered in our FAQs, ask PRS now on 01603 268080.