To support self-employed people who have pension concerns or questions, or simply feel a bit lost when it comes to retirement planning, Money Helper has established a dedicated appointment service, called Midlife Pension Review. The service, which is free to access, covers four areas: work, health, family, and money. In these topics they will help you think about how they affect your pension, and what the best course of action for you might be.
The appointment will cover and explain:
- the pension options available to you
- what you’ll need to think about and the things you’ll need to ask
- your next steps, signposting to helpful organisations, should you need them.
MoneyHelper are an arm’s-length body sponsored by the Department for Work and Pensions and funded by levies on both the financial services industry and pension schemes, the organisation consolidates the previous work of the Money Advice Service, The Pensions Advisory Service and Pension Wise.