9 July 2023

Have you heard about Pension Wise?

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 benefit 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 Roche pension savings, you’ll need to confirm to us that you’ve either already had a meeting with Pension Wise or that you considered it and decided it wasn’t required. 

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