Pension Advisory Services and Pricing

Transparent fees for specific services. Choose what you need, pay for what you use.

Pension Health Review

£247.50

A comprehensive assessment of your current pension arrangements designed to identify opportunities and potential issues before they become problems.

What's Included

  • Analysis of all current pension pots and providers
  • Fee comparison across your existing arrangements
  • Performance benchmarking against relevant indices
  • Identification of consolidation opportunities
  • Assessment of fund allocation and risk levels
  • Written report with specific recommendations

Typical Timeline

2-3 weeks from receiving your pension statements to final report delivery.

Best For

Individuals with multiple pension pots who want clarity on their overall position and potential improvements.

Withdrawal Strategy Planning

£385.00

Develop a tax-efficient approach to accessing your pension that maximizes your after-tax income while preserving flexibility for future needs.

What's Included

  • Current tax position analysis
  • Multi-year withdrawal modeling
  • Tax-free lump sum optimization
  • Income sequencing strategy across pension and other sources
  • Impact assessment of different withdrawal patterns
  • Phased retirement scenarios if applicable
  • Detailed written plan with year-by-year guidance

Typical Timeline

3-4 weeks including consultation sessions and plan development.

Best For

Those within 2 years of accessing their pension who want to minimize tax liability and maximize sustainable income.

Pension Consolidation Service

£462.75

Combine multiple pension pots into a single, well-managed arrangement with lower fees and clearer oversight.

What's Included

  • Evaluation of all existing pension schemes
  • Analysis of exit penalties and transfer costs
  • Comparison of consolidation options
  • Provider selection guidance
  • Transfer coordination and documentation support
  • Verification of completed transfers
  • Post-consolidation portfolio review

Typical Timeline

6-10 weeks depending on provider response times.

Best For

Individuals with 3 or more pension pots who want simplified management and reduced fees.

State Pension Optimization

£198.25

Navigate National Insurance credits, voluntary contributions, and deferral strategies to enhance your state pension entitlement.

What's Included

  • State pension forecast analysis
  • National Insurance record review
  • Gap year identification and qualification assessment
  • Voluntary contribution cost-benefit analysis
  • Deferral strategy evaluation if applicable
  • Spousal benefit considerations
  • Action plan with specific deadlines

Typical Timeline

2 weeks from receiving your state pension forecast.

Best For

Those within 10 years of state pension age who want to maximize their entitlement.

Ongoing Retirement Guidance

£156.50/quarter

Quarterly reviews of your pension performance, market conditions, and legislative changes, with proactive adjustments to your strategy.

What's Included

  • Quarterly performance review
  • Market condition assessment
  • Legislative update alerts affecting your situation
  • Annual withdrawal strategy refresh
  • Ongoing email support between reviews
  • Priority booking for additional services

Commitment

Quarterly subscription, cancel anytime with 30 days notice.

Best For

Retired individuals who want ongoing oversight without daily management responsibilities.

Lifetime Allowance Assessment

£329.00

Specialized guidance for those approaching or exceeding pension allowance thresholds, including planning strategies to mitigate tax charges.

What's Included

  • Current allowance position calculation
  • Projection modeling to retirement
  • Protection application assessment
  • Alternative arrangement evaluation
  • Tax charge mitigation strategies
  • Detailed written recommendations

Typical Timeline

3-4 weeks including detailed modeling and consultation.

Best For

Higher earners with substantial pension savings concerned about allowance limits.

Pricing Information

All prices are quoted in GBP and include VAT where applicable. Services are charged as one-time fees unless otherwise specified.

Multiple service discounts: If you engage us for more than one service within a 3-month period, you'll receive a 10% reduction on the second service.

Payment is due upon completion of the service, before final report delivery. We accept bank transfers and major credit cards.

Ready to Begin?

Select a service and complete the inquiry form on our home page, or contact us directly to discuss which service best fits your situation.

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