At Pensionlite we believe that everyone should have access to specialist pension advice without concerns about cost. That is why we always offer a Free, Independent, No Obligation, Review and Recommendation Report for your consideration before any actions are agreed or taken.

Your personal report will be posted to you for consideration and you have no concerns about your adviser sitting in your home trying to convince you of anything.
For us to advise you we need to know about you, your circumstances, needs and aspirations.

For you to understand what pensions you have, how good or bad it or they are, and how they compare with what is in the market place, you need to be in a position of knowledge
For us to assist you quickly and efficiently we will need to understand you and your circumstances. This is usually achieved by completing a short Fact Find with you over the telephone, at a time which is convenient for you.
With your authority we will then contact your existing pension providers for details of your plans. This is common sense as it may be possible to make simple changes, if required, to what you have.

Once we have your pension plan details we can compare your needs with what you have and make direct comparisons in terms of charges, investment performance and opportunities. We will of course take into account your own attitude to investment risk and address any specific concerns you may have.  All of this information will be compiled and posted to you in the form of a comprehensive, easy to understand, review and recommendation report.

Your individual pension report is written specifically for you and takes into account your planned retirement age, attitude to investment risk, health, dependents, existing pension charges, performance, options and benefits. Our recommendations will either put your mind at rest and confirm what you have is worth maintaining or make recommendations as to how best to improve things.

You will already be thinking, it’s too good to be true, but the truth is you have nothing to lose and plenty to gain.

You are under no obligation to follow our advice and if you do not need to, or choose not to, take any actions the service is completely free.

If we do recommend that you take action all costs are clearly stated within your recommendation report and as you will be considering our advice in the comfort of your own home without pressure you can take all the time you wish before making any decisions. We will of course be on hand to answer any questions and discuss matters of concern.

Statistically we know from experience that of all of the recommendation report we produce each month there will be a number of individuals who will accept our advice to take action and become long term clients benefiting from regular reviews and high service standards. This makes our business and process of providing Free, Independent, No Obligation, Review and Recommendation Reports commercially viable.

To request your Free, Independent, No Obligation, Review and Recommendation Report complete the enquiry form or contact us by telephone on 01952 279 379. Alternatively you can e mail us at support@pensionlite.co.uk