Consultations
Pension Consolidation Review
Compare scattered workplace and personal pensions and decide whether combining them would reduce charges or simplify administration.
Who this suits
People with two or more pension pots from previous employers who want a clear keep-or-combine recommendation.
Fee basis
From £890 for a two-pot review; additional pots quoted after document intake.
Full engagement letters set out document lists, meeting format, and deliverables before work begins. For a comparable deep-dive structure, see our Retirement Income Planning flagship consultation.