About us
About us
Pension Potential aims to take the complexity out of retirement planning by providing personalised financial guidance and advice to individuals, helping them to make informed decisions about their pension and retirement options.
We also work in partnership with organisations to help them achieve their regulatory compliance, governance responsibilities, and benefit structures by ensuring their members and employees have access to the right retirement support.
Pension schemes and Master Trusts
Pension schemes and Master Trusts
Depending on your requirements, we can integrate all or parts of our retirement solution with pension schemes and Master Trusts.
This ensures all retirement options and support are available to members at the point of retirement, at no cost to the scheme.
We also provide governance reporting to support trustees' understanding of member choices, retirement outcomes and value for money.
Employers
Employers
Whether you've signed the Age-Friendly Employer Pledge or are just looking for specific employee benefits for your older workers, we can help.
Pension Potential provides a simple solution to support your employees at the point of retirement, taking into account the many pensions they've accumulated over their working lives.
We provide a complete toolkit to help your HR team engage with employees, all at no cost to the business.
Professional advisers
Professional advisers
Pension Potential also supports Financial Advisers and Employee Benefit Consultants.
We do this by integrating with your own pre- and at-retirement services to ensure all clients receive the most appropriate support based on their pension wealth and needs.
Pension Potential is focused on closing the advice gap by supporting smaller clients and referring clients with more complex needs back to their professional adviser.
