Using your own adviser

  • Print

If you are using your own financial adviser to help you make a decision about your pension options, make sure the adviser holds the additional qualifications required to advise on pensions and pension transfers.

If you are consulting with your financial adviser for the first time, it is essential to check that they are regulated by the Financial Conduct Authority. Make sure you look them up separately and see if you can find testimonials or reviews of the individual or firm (just like you would with any other service you are thinking of using).

If you do use your own financial adviser, you will be responsible for any fees that are payable.