Starting
With something so alien, it can be difficult to know where to start
Language
Financial language can be impenetrable, with unfamiliar terms
Picture
We only know work life and can't clearly picture what we’ll do in our retirement
Worry
It’s stressful trying to work out how much money you’ll have to actually live on
We’re trusted to take care of your future
Pension Potential is recognised by leading authorities for standards and quality.
We employ bank level security with your personal information.
Secure
Protected
Experienced
Innovative
Recognised
How does Pension Potential work?
Rapid assessment
Using our simple chat, we collect the minimum amount of information to offer the best approach depending on your pension amount and lifestyle attitudes.
Personalised approach
We clearly explain your plan with specific amounts alongside useful content to put you in control. Download your own advice report, then re-join your journey when you’re ready.
Convenient video calls
Once you’ve completed the basics, our experts will guide you through your plan, answering any questions you have – and all in plain language, to get your plan up and running in no time.
Help making the right decision
Help making the right decision
We know how important your pension decisions are.
From deciding on your specific strategy to investment choices, we’re there to get it right with you by:
- Making sure we take care of the cost of living first and foremost in your approach
- Creating a plan for your entire retirement, based on actual life expectancy, so you don’t run out of money
A time for enjoyment and relaxation
A time for enjoyment and relaxation
Investments, by their very nature, can be complex.
We recognise that many people want to focus on enjoying life, not spending time on complex finance matters.
- Our experts work with you to get everything set up once
- You can be confident that your plan is the right approach for your whole retirement
Making the complex straightforward
Making the complex straightforward
Pension plans, investments and finance management are so intricate, it can feel like only those with in-depth knowledge can engage with their retirement ahead of doing so.
- We provide clear 'what you need to know' checklists – all understandable without needing any background in finance
- We help you envisage your retirement, showing you what you need for the everyday and for the big things you want to do