How to Complete Our Online Pension Process

Taking the first step with your pension can feel like a big decision. Understanding how the process works, what information you will need and what happens next can make it feel more manageable.

This guide explains how to complete our online process, what to expect at each stage and how we support you throughout.

Getting Started

Our online process is designed to be simple and flexible, allowing you to begin at a time that suits you.

To get started, you will usually be asked to provide some basic information, such as:

Your name and contact details

Your age or date of birth

An overview of your pension arrangements (if known)

This initial step helps us understand your situation and ensure that any follow-up is relevant to your needs.

Providing Your Details

As you move through the process, you may be asked to share additional information about your pension and financial circumstances.

This can include:

Details of any existing pension providers

Approximate pension values

Your retirement goals or plans

You do not need to have every detail to begin. If you are unsure about certain information, this can usually be discussed later with one of our regulated advisers.

What Happens After You Submit Your Information

Once your details have been submitted, the next step is usually to arrange a conversation with a member of the team.

This call can be scheduled at a time that works for you, so you know when to expect contact. During the conversation, we will confirm your details, explain your available options, answer any questions you may have and outline any next steps.

There is no obligation to proceed, and you will have time to consider any information provided. If you do proceed, you will begin your advice journey with one of our regulated advisers.

A Secure and Structured Process

We understand that sharing personal and financial information online can feel sensitive. Our process is designed with this in mind.

You can expect clear communication at each stage with pre-arranged calls, so you know to expect contact from us. We will perform verification checks to confirm who you are speaking with and there will be no pressure to make immediate decisions.

If you are ever unsure about any part of the process, you can pause and contact us directly using official contact details.

Do You Need Everything Before You Start?

You do not need to have all your pension information ready before beginning.

Many people start the process with only a general idea of their pension arrangements. Additional details can often be gathered later, either by you or with support from an adviser.

Starting the process early can help you understand your options sooner, even if some information is still being confirmed.

Taking the First Step

Beginning your pension journey online is designed to be straightforward and flexible. Each step is intended to help you move forward at a pace that suits you, with support available when you need it.

If you are ready to explore your pension options, you can begin the online process at a time that works for you.

Any decisions about your pension should be considered carefully, and the suitability of any options will depend on your individual circumstances.

If you complete your advice journey with My Pension Expert, your service will include regulated financial advice and charges apply.