Pension discovery review
We gather and interpret all your pension details to create a clear picture of where you stand today.
£420Pension planning services designed for real-life decisions.
Practical guidance for every pension stage.
Our services are structured so you can choose focused projects or a long-term planning partnership.
What you can expect
"Clear pricing, structured advice, and ongoing support when you need it."
Transparent fixed-fee options
Digital and in-person sessions
Annual review reminders
Core pension services
Every service includes a written action plan and a follow-up call to confirm next steps.
Retirement income mapping
We model income scenarios for different retirement ages, tax situations, and lifestyle goals.
£680Drawdown strategy setup
We build a sustainable drawdown plan with withdrawal schedules and risk guidance.
£890Workplace pension review
For employers or employees, we assess contribution rates, scheme costs, and governance.
£540Consolidation planning
We compare schemes and help you decide when transfers improve simplicity and value.
£610Annual pension stewardship
Ongoing monitoring, yearly review meetings, and mid-year check-ins.
£720 per yearBenefits of our approach
Clear decision pathways
We outline the trade-offs behind each option so you can choose confidently.
Integrated planning
We align pension decisions with broader financial planning and family priorities.
Responsive support
We remain available for short check-ins when policies or circumstances change.
Service comparison
Choose the level of support that fits your current needs.
| Service level | Best for | Includes |
|---|---|---|
| Focused review | Single pension questions or a new retirement date | Discovery review, written summary, follow-up call |
| Strategic planning | Multi-scheme analysis or drawdown setup | Income mapping, provider comparison, action plan |
| Ongoing stewardship | Clients who want regular support | Annual review, quarterly check-ins, priority access |
Our planning process
1. Discovery
We gather pension statements, employment details, and retirement goals.
2. Analysis
We assess contributions, fees, performance, and risk profiles.
3. Strategy
We deliver a tailored plan with clear options and next steps.
4. Review
We schedule check-ins and adjust recommendations as circumstances evolve.
Related FAQ
Yes. Every engagement includes a documented summary and next steps so you can review decisions later.
We regularly coordinate with accountants and legal advisers to align pension decisions with broader plans.
Most discovery reviews are completed within two to three weeks, depending on provider response times.
Not sure which service fits your situation?
We will recommend the most relevant service after a short introductory discussion.
Contact the advisory team