Peace of Mind Check
A check that the pension you’re receiving or you’re due to receive is the right amount – no more (or less) – so you can be confident
- you won’t be asked to repay an overpayment
- you’re receiving the pension benefits you’re entitled to
What is a Peace of Mind Check?
Which Schemes does this service cover?
| Yes | All schemes: NHS, Civil Service, Teachers, Fire and Police, Local Government and Universities Superannuation plus Private Sector and Personal Pensions |
What will I get?
- Scheme Membership (reckonable service) for legacy schemes
- Pensionable Pay for each legacy scheme and each scheme year for Career Average schemes
- Inflation increases for deferred pensions
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.
What's not covered?
We won’t provide financial advice and we cannot liaise with the scheme directly, but we can support you with all scheme communications and provide detailed information, calculations and options.
Who is my Pensions Consultant?
We have a small team of pensions experts – Laura, Gilly or Helen will be there to help you.
How much does it cost?
Our charge for this service is £450 + VAT (£540 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 your report and a note summarising the meeting but you can take your own notes, too.
