Consultation Meeting

An online meeting (MS Teams) with one of our Pensions Consultants for (up to) 25 minutes where you choose what you want to discuss

What is a Consultation Meeting?

You choose what you want to discuss, which might be to

ask questions about your own pension position
understand your annual benefit statements/estimates
seek general information about your options and actions

We’ll aim to answer the questions you have about your specific circumstances so you can make better informed decisions.

YOU decide what you want to discuss and we’ll help guide you through your pension for up to 25 minutes.

What's not covered?

We won’t work out your pension calculations or carry out full analysis of any estimates you have received, and we don’t offer financial advice sessions.

This 25-minute meeting is unlikely to be enough time to discuss the McCloud options (Remediable Service Statement, RSS) you have received. We have a 45-minute meeting option specifically for this.

How do I prepare for the meeting?

You will be asked to complete an online form setting out your queries and attaching any relevant documents prior to the meeting. This helps us to understand how to support you in the best way. Your meeting will be on Microsoft Teams (which is free to use) so you need to be able to use Teams and it’s useful to check the meeting link works for you before the time of your meeting.

Who is my Pensions Consultant?

We have a small team of pensions experts – Laura, Kerry or Gilly will be there to help you.

How much does it cost?

Our charge for this service is £165 + VAT (£198 in total).

We’ll email you the invoice after your meeting.

Do I have to remember everything from my meeting?

No, we’ll send you a note summarising the meeting but you can take your own notes, too.