Book a free Pension Wise appointment
A friend has invited you to do this with them.
Pension Wise is a free, impartial, government-backed guidance appointment about the options for taking money from a defined contribution pension. It covers when you can access a pot, the ways to take money out, how each is usually taxed and how to spot scams, and it explains options, not what to choose.
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How to start
- Read the MoneyHelper Pension Wise page and check the eligibility rules listed there.
- Use the "Get your free appointment" link to book a time with a pension specialist, or choose the online appointment.
- Gather your latest pension statements before the appointment.
Where to go
We opened this link on 8 October 2026 and found it to be what we say. Dates, places and prices are on the official page, where they stay up to date.
This is general information, not financial or business advice for your own circumstances.
Plan this
Pick a day, or a month, and we will set out how to get ready, step by step, with a date and a reason for each. The hard part of a day out is the timing: the right season, tickets and getting there. The plan watches the calendar for you.
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