Tell us your pension question

01

What would you like help with?

Choose the closest answer. You can explain the full situation in your own words later.

When I could afford to retireI have a target age and want to understand how the figures fit together.

How much retirement income I might haveI want to understand the wider income picture.

Taking, delaying or deferring a pensionI want to understand how the timing and figures work.

Combining or consolidating pensionsI want the relevant facts and features explained.

State PensionI have a question about my forecast, record, timing or entitlement.

A specific pension questionTax-free cash, charges, guarantees, contributions or a scheme feature.

A final salary / defined benefit pensionI want to understand benefits, retirement ages or scheme information.

Something else, or I’m not sureThat is fine — describe the question in your own words.

02

A little context.

Rough answers are absolutely fine. This just helps Paul understand the likely scope.

How many pensions or retirement income sources are involved?

One

Two or three

Four or more

I’m not sure

Is there a deadline or target date?

No particular deadline

Within two weeks

Within a month

More than a month away

I’m not sure

03

What are you trying to work out?

Explain it as you would to a friend. You do not need to use pension terminology.

Your question or situation

Please do not include policy numbers, NI numbers, bank details or health information.0/1500

Please add at least 20 characters so Paul has enough context.

04

Where should Paul send the reply?

Your full enquiry is reviewed before we suggest a service or ask you to pay.

Your namePlease enter your name.

Email addressPlease enter a valid email address.

Telephone number (optional)

Preferred reply

What happens next

1
Paul reviews your question personally.
2
We confirm whether Pension Helper is the right place to help.
3
If it is, we’ll come back to you with a proposed scope of work and fee in line with our published pricing.

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