Pension Wizard knows what’s best for you when it comes to planning for the future

Answer some simple questions and you’ll get instant, personalised recommendations on your workplace pension.

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Contribution Advice

Get a total view of the money you’re on track for when you retire

Contribution Advice

You can see what effect changing your contribution level will have on your income when you retire

Investment Strategy

Feel confident that your pension’s being invested in the right place for you

Investment Strategy

We’ll advise you where to invest your money based on your personal profile

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Salary Exchange

Save now and reap the benefits later

Salary Exchange

Salary Exchange works with you to see whether you could be eligible for a little extra at the end of the month or a bit more at the end of your career

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Pension Tidy Up

We help you find the best place to put all of your pension pots

Pension Tidy Up

Bringing all of your pensions together in one place.

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Leaving your job review

We review your current company pension

Leaving your job review

If you’re leaving your current job, we can give you advice as to what to do with your company pension

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Allowance Advice

Make the most of your yearly pension allowance

Allowance Advice

We’ll help you use your pension yearly allowances efficiently

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Annual Review

A yearly check-in to see whether the advice is still suitable for you

Annual Review

You’ll get a report every year to ensure our advice is still right for you

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Financial Planning

Financial advice on more complex matters

Financial Planning

Our in house Chartered Financial Planners can provide expert, fully independent advice on a wide range of matters

Request a demo

Want to see Pension Wizard in action? Fill in the form below and one of our experts will be in touch to show you around the platform.
They’ll also answer any questions you might have, and discuss how Pension Wizard can work for your business.





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