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Pension paperwork help

£95.00

Pension paperwork can be time-consuming and confusing.

We can:

  • Help complete pension forms and documents

  • Explain paperwork in clear, simple terms

  • Check forms before you send them

  • Explain provider letters and documentation in plain English

  • Guidance on what information is needed and where to find it

  • General administrative support throughout the process.

Book now
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Pension consolidation

£149.00

Many people have multiple pensions from different employers. Bringing them together can simplify things — and I’m here to help you manage the process if that’s what you decide to do.

Includes:

  • What pensions you have

  • Where you can find them or track lost pensions

  • Talking through key things to consider before consolidating

  • Explaining information and warnings provided by pension providers

  • Supporting you with the steps involved if you choose to consolidate

  • Assisting with paperwork and provider communication throughout the process

Book now
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Pension MOT & Options Review

£125.00

A clear, jargon‑free session to help you understand your pensions and the retirement options available.

We cover:

  • A clearer overview of your overall pension picture

  • How each pension works in general terms

  • How tax-free cash works

  • The different ways people take income

  • What to consider before making any decisions

  • Questions you may want to ask a financial adviser

Book now

About me

I’m a Level 4 Diploma‑qualified professional with over five years’ experience in the UK financial services industry.

During that time, I’ve seen how confusing and time‑consuming pensions can be - even for people who are financially confident. Many people don’t necessarily need full financial advice, but they do want help understanding what they have and how it all works.

I set up New Forest Pension Guidance to offer straightforward, practical support. No jargon, no pressure - just clear explanations and help with the process so you can better understand your pensions and make your own informed decisions.

My role is to provide guidance and support - helping you improve your knowledge and confidence, without giving financial advice.

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Have a Question?

Send us a quick note and we’ll reach out within one business day.

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