Pension Wise
If you are over age 50, you can request an appointment with Pension Wise, part of the Government’s MoneyHelper service. Book an appointment online via Pension Wise: free pension guidance | MoneyHelper. This can provide you with free, impartial guidance about your retirement benefit options. If you request a transfer value or a retirement quote we will remind you of this service and if you want to make any changes to your pension you will need to confirm to us that you have either had such a meeting or that you considered it and decided it wasn’t required. As there are a limited number of Pension Wise appointments available outside office hours, YBS has agreed to allow colleagues over the age of 50 to attend a Pension Wise meeting during the working day. If you wish to do this, you should agree the timing with your line manger before booking.