It’s hard to believe that the Pension Wise project has now been running almost 18 months. From our humble beginnings in February 2015, the team has developed into a highly skilled efficient unit that is frequently commended for its technical knowledge and friendly delivery style.

From projection inception to the end of October  2016, we’ve helped clients with an astonishing total that is now in excess of £77 million pounds of pension funds, and conducted over 1000 successful appointments. We have seen a diverse array of clients all over the length and breadth of Dorset and the very busy IOW .

The administration of the project has transferred from HM Treasury to the Department of Work and Pensions which has seen some ongoing service improvements trailed, including centralised online booking and working directly with a couple of well known names on the High Street to take Pension Wise directly into their workplaces.

We also maintain our relationship with our Sister organisation TPAS, who provide telephone based guidance and support for those with Defined Benefit and Final salary’s or further help with their State pensions.

We now have a highly efficient admin and booking structure, thanks to our dedicated Admin team whose innovative approach and smart thinking has seen their working practices be used as examples of good practice by Pension Wise Head Office.

If  you are 50+ and have yet to take a Defined Contribution Pension and would like a free, impartial and confidential guidance session please call us on  0800 138 3944 or alternatively visit for more information or to book an appointment online.