Your pension options

Find out about tax free lump sums and plan when you want to start taking a regular income.

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Retirement Options

If you’re within 5 years of taking money out of your pensions, get advice on your options

Retirement Options

If you’re a few years away from retirement, our advice report includes the options available to you, as well as providing information on state pensions, tax, budgeting and options to boost your income

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At retirement advice

Advice on what to do if you're within 6 months of taking money out of your pension

At retirement advice

If you’re nearing retirement, you’ll be able to instantly see what particular assets we’re recommending to you based on your personal profile

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In retirement advice

If you’re taking income in your retirement, check every year that you're on track

In retirement advice

You can make sure our recommendations reflect your changing needs as we’ll review your investment strategy annually

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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, usually offering this service over the telephone or video call

Request a demo

Want to find out how Retirement Wizard can work for your employees? Fill in the form and one of our experts will be in touch.





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News & updates

The impact of financial stress

Wealth Wizards Director, Phil Blows, has been featured in an article on Reward Guide. The article discusses recent Wealth Wizards research that shows over two thirds (70%) of British employees feel that their poor financial [...]

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How to save when people have no savings

Award winning HR journalist and editor, Peter Crush, discusses auto-enrolment and how this will impact 'low earners' in the workplace. Reading time: 4 minutes Key take-outs: The auto-enrolment earnings trigger does not start until people [...]

Is financial stress detrimental to the health of working Brits?

• 70% of working Brits think being in poor financial health impacts their physical health, emotional wellbeing and stress levels • 60% said they have experienced a great deal of stress over their finances • [...]