The Clarity Review
A fixed-fee review that explains your pension paperwork in plain English.
Designed for people who feel unsure about old pensions, charges, projections, retirement options and what questions to ask before taking regulated advice.
What’s included
- A review of your pension statements and key documents
- Charges, fund names, projections and retirement dates explained
- Plain-English summary of what you appear to have
- Questions to ask before making decisions or taking advice
- Clear explanation of what is unknown or needs more information
What’s not included
- No personal recommendation to transfer or switch
- No investment advice
- No pension transfer advice
- No product sales or commission
- No ongoing management of your money
The Clarity Review
£395 fixed fee
For people who want a clear explanation of their pension position before making bigger retirement decisions.
Book a free fit callFuture Map
£200 add-on
A more visual planning add-on to help you understand possible future income paths and retirement timing scenarios.
Replace this with your final wording once the exact Future Map deliverable is confirmed.
Questions
Common questions
Is this financial advice?
No. This is financial education and guidance. It does not provide a personal recommendation to transfer, switch, invest, buy or sell.
Who is it for?
People with pension paperwork who want to understand what they have before making decisions or speaking to a regulated adviser.
Will you tell me whether to transfer my pension?
No. Pension transfer advice is a regulated activity and is not included. The review can help you understand your paperwork and the questions to ask before taking advice.
What happens after I book?
We start with a fit call. If the review is suitable, you receive payment and document upload instructions.