How it works
Fill in a form
To check your pensions, we need a few basic details about you. And we need your signed permission so that we can get in touch with your current pension providers.
It takes just a couple of minutes to start your free pension check.
We’ll get analysing for you
Our pension egg heads will get to work investigating: the charges you pay; how your savings are invested; the returns you are getting, and what rules, benefits or guarantees might be attached to your plans.
Getting to know you
We’ll send you a couple of secure, online questionnaires, to find out more about your attitude to investment risk and your household budgets.
Then, when we have all the information we need we’ll arrange a chat over the phone to discover more about you and your financial situation. It’s also a good opportunity to ask us any questions you might have.
The clients we have already helped
The pension savings we manage
The year we started giving advice
We’ll post you the big reveal: a simple report containing our recommendation for your pension, and all the facts and figures you need to make a decision.
Your report will also state exactly how much it would cost if you like our advice and want to transfer your pension savings to your recommended new scheme.
Or, you can say thanks but no thanks, and walk away with nothing to pay. It’s that simple.
“Paying an expert to be told that nothing needs to change is frustrating. That’s why we do things differently with our free pension check. You get to see the full picture without having to pay a fee upfront.”
Jamie Smith-Thompson, Managing Director of Pension Egg.