WE ARE WEALTH WIZARDS
Here to help you feel more positive about your pension.
The first fully-regulated online pension advice service.
When you’re planning your future, it helps you make the right choices.
BENEFITS TO THE EMPLOYEE
Feel in control
Our tools give you control of your pension and help you plan for a future filled with the things you love. Together, we can help make those plans a reality.
As your employer usually covers the cost, you effectively get expert financial advice for free. And there’s more in-depth advice available – see our FAQs for details.
Did you know that more and more people in the UK won’t be able to retire when they reach the state pension age? We think everyone deserves to retire on their terms, and we’re determined to help you achieve this.
Trust your choices
We have our own in-house team of financial advisers. Their work is authorised and regulated by the Financial Conduct Authority (FCA), so you know it’s advice you can trust.
HOW IT WORKS
Activate your Pension Wizard account
Answer a few quick questions
Get our personalised expert advice
Make changes to your plan there and then
We are Wealth Wizards and we’re the UK’s first fully-regulated online financial adviser. Our mission is to make expert advice accessible and affordable for everyone. We work with progressive employers to help their employees feel in control of their pension. We combine financial expertise and smart technology to provide them with a realistic, personalised plan for their workplace pension.
Our tools works online across mobile, tablet and desktop, so it’s more consistent, less expensive, and lower risk. Together, we tailor their company benefits package to businesses so that employees get more than just a salary.
The cost of providing advice through our Pension Wizard is typically £100 per employee per year, which is paid for by your employer.
We can provide you with additional advice which is charged according to how long it takes us to complete the work. You can find out more on our Charges and fees page, here.
If you take advice from us we’ll make you 5 promises. Think of it as our code of ethics. Our promises apply whether we’re working with you as an employer, employee, pension consultant or consumer.
- We’ll only ever offer you products or services we’d happily use ourselves.
- We’ll look after your business and investments as if they are our own.
- We’ll use tried and tested principles and always explain how, and why, they work.
- We won’t claim to be experts in areas we’re not. If we can’t help you we’ll try to recommend someone who can.
- You’ll have a dedicated team member looking after you, who knows your details and you can contact them directly at any time.
GET IN TOUCH
Have a question or need more information?
Feel free to get in touch with us.
We’re open Monday – Friday 9am to 6pm. Calls may be monitored or recorded for training or quality purposes. Call charges may vary.
01926 671 469