Know where you stand.
Pension rules are changing. Answer a few short questions and we can introduce you to an FCA-regulated adviser for a free, no-obligation review of where you stand.
Roughly how much do you have in pensions and investments?
Your answers help us match you with a suitable adviser. We don't give advice.
Unused pensions and inheritance tax.
From 6 April 2027, most unused pension funds and death benefits could be counted as part of your estate for inheritance tax purposes. For some families, that could change how much is passed on.
How the change could affect you depends on your circumstances, and tax rules can change.
Topics we cover.
Common questions people bring to a review. An adviser can talk them through with you.
How it works.
Three simple steps. You can stop at any point.
Answer 4 quick questions
Tell us a little about your pensions, savings and plans. It takes about a minute.
Our team calls you
A member of our UK team rings at a time that suits you to confirm your details and answer any questions.
Free review with an FCA-regulated adviser
We introduce you to an adviser for a free, no-obligation review. What you do next is entirely up to you.
Plain-English guides.
See all guidesAbout Pension Clarity.
Pension Clarity is a UK introducer. We help people who want a second pair of eyes on their pensions find an FCA-regulated financial adviser, and we arrange a free, no-obligation first review.
We don't give financial advice, and we don't sell pensions or investments. Our job is to understand roughly where you are, then put you in touch with an adviser firm suited to it. You decide whether to take anything further.
You can check any adviser firm we introduce you to on the FCA Register. Free, impartial pensions guidance is also available from Pension Wise if you're 50 or over.
Questions you may have.
It's sensible to be cautious. Here's exactly who we are and what we do.
Who are you?
Pension Clarity is an introducer. We're a UK company that connects people with FCA-regulated financial advisers. We're not advisers ourselves.
Is it really free?
Yes. There's no charge to you for the introduction or the initial review. If you later choose to work with the adviser, they'll explain any fees clearly before you agree to anything.
Do you give advice?
No. We never give financial advice. Any advice comes from the FCA-regulated adviser you're introduced to, and only if you choose to take it further.
Will I be pressured?
No. The review is no-obligation. You can stop at any point, and you don't need to make any decisions during or after the call.
What happens to my details?
We use your details only to arrange your introduction, and share them only with the adviser firm we introduce you to. We never sell your data. Our privacy policy explains this in full.
Ready to know where you stand?
Answer 4 short questions. If it's a fit, we'll introduce you to an FCA-regulated adviser for a free, no-obligation review.
Start your free 60-second check