Why make an appointment?
Pensions are unfortunately a complex matter that depends on your personal tax situation and family situation.
Talking to an advisor is the fastest way to know where you stand and what your options are.
That said, you do not have to talk to us as our application provides the same service in a self-assessment matter.
What happens after I book an appointment?
One of our pension advisors will call you at the appointment. If you wish to talk via a Google Meet, Zoom, or Microsoft Teams instead, this is also possible. After the call you will receive a summary with a plan for you and your pension.
Can I move or cancel my appointment?
Yes, you can easily move or cancel the appointment at any time via the link provided in your confirmation mail.
Should I send you a copy of my existing plans ahead of time?
That would be great! In case you have existing plans it would be great if you could send your personal advisor a copy before the scheduled call. This allows us to prepare and benchmark the plan for you.