How do I get started?
Simply request an initial pension review using the form on [...]
Do I need to prepare anything beforehand?
If you have details of your existing pensions to hand, [...]
How long does the initial conversation take?
Most initial conversations last around 30 minutes, although this can [...]
Will this mean moving or accessing my pension?
Not necessarily. The initial review does not commit you to [...]
Will all of my pensions be looked at?
We’ll talk through the pensions you tell us about to [...]
How is your advice structured?
Truestep Financial Planning provides restricted advice. This means our pension [...]
What happens during the initial conversation?
We’ll have a friendly, informal chat about your pensions and [...]
Who is this service suitable for?
This service is aimed at people who already have one [...]
Is the initial pension review really without obligation?
Yes. The initial conversation is entirely complementary, and there is [...]
What is a pension review?
A pension review is a way of taking stock of [...]
