View, download or print a summary of the options discussed during your Pension Wise appointment.
If you’ve had a Pension Wise appointment, you can create a summary of the options for taking your defined contribution pension.
Just be aware that some of the options in the summary might not be available if you:
- have a Section 32 arrangement
- are already taking a flexible retirement income from pension drawdown
- have a fixed term annuity
- have inherited someone else’s pension.
Your pension or annuity provider can explain the actions you’re able to take.
If you’ve inherited a pension, the amount of tax you’ll usually pay will be different to the information provided in the summary. For more information, see Tax on a private pension you inheritOpens in a new window on GOV.UK.
Contact us if you have questions after your Pension Wise appointment
If you have any pension questions, our specialists can provide free and impartial help.
You can:
We’re open between 9am and 5pm, Monday to Friday. Closed on bank holidays.
Not had a Pension Wise appointment yet?
To check if you’re eligible, see your Pension Wise appointment options.
