Everything advisers need to know about Pension Wise

Everything advisers need to know about Pension Wise

clock

Richard Nuttall assesses the impact of the government's pension guidance project, Pension Wise

Pension Wise: Your money. Your choice. This is the rather catchy title of the government’s new guidance guarantee service. The service will engage with, and inform, individuals on how they can access their pension funds when considering their retirement options. The guidance guarantee was formally confirmed in the Treasury’s January 2015 update, which also reconfirmed the service standards of the initiative, how these will be delivered and by whom. The content of the guidance session will include: • A request of information about the individual’s accumulated pension pots • ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Pensions

Adviser chases Hartley Pensions for ten months over clients' SSAS transfer

Adviser chases Hartley Pensions for ten months over clients' SSAS transfer

Takes case to The Pensions Ombudsman

clock 10 September 2026 • 2 min read
Pension changes to impact more than half of advised clients

Pension changes to impact more than half of advised clients

Advisers’ biggest concern is not understanding the pension IHT rules

Sophia Panayi
clock 09 September 2026 • 2 min read
HMRC updates on information sharing for IHT on pensions

HMRC updates on information sharing for IHT on pensions

Second technical note

Alex Levy
clock 01 September 2026 • 2 min read