Retirement & Pension Planning
Got pensions from several previous employers?
If your retirement savings are spread across multiple pension providers, a regulated financial adviser can help you understand what you have, how your arrangements fit together and whether any changes may be appropriate.
What is your age?
Combining pensions isn't right for everyone. You could lose valuable benefits or pay exit charges, so an adviser will look at this with you first.
A simple, three-step process
No paperwork, no statements to upload. You decide whether to go ahead at every stage.
Step 1
Answer a few questions
Tell us about your current pensions and what you would like help with. It takes around two minutes.
Step 2
Speak to an adviser
You speak with a regulated financial adviser who can help with your situation.
Step 3
Discuss your options
The adviser speaks with you about your circumstances before making any recommendations.
Professional advice, on your terms
Pension decisions can be difficult to reverse. Speaking with a regulated adviser helps you understand your position before you decide anything.
Regulated advisers
Any advice comes from a regulated financial adviser, not from Vista Private Office.
No obligation
Making an enquiry does not commit you to anything. You are not required to move or change any pension.
Advice that starts with you
Consolidation is not right for everyone. The adviser looks at your circumstances first, including keeping things as they are.
Your details stay protected
Your information is stored securely and only shared with the adviser handling your enquiry.
Common questions
Is Vista Private Office a financial adviser?
No. Vista Private Office provides marketing and introduction services. We do not provide regulated financial advice or make personal recommendations.
Will I automatically be told to consolidate my pensions?
No. Pension consolidation is not appropriate for everyone. A regulated adviser should review your circumstances before recommending whether any changes should be made.
Does submitting the form mean I have to move my pension?
No. Submitting the form simply requests contact regarding your enquiry. You are not required to transfer, consolidate or change any financial product.
Who will contact me?
A regulated financial adviser partner may contact you by telephone or email using the details you provide. Our Privacy Policy explains who we share enquiries with.