Pension Summary



Free Pension Summary and Information

This free pension summary and information is ideal for people who have smaller pension pots and/or less complex retirement needs. You will need to answer some simple questions and you will then be provided with tailored information about your retirement options and shortfall analysis, as well as some possible product suggestions. You can then print or email the summary and information ready for a discussion with an Adviser.

The summary and information is provided free of charge and without obligation, however, the content does not constitute advice and it is strongly recommended that you seek professional financial advice before proceeding.

Whether you already have a pension or not, the summary and information will explain some of the options available to you AND show you some relevant pension products.

It aims to help people better understand their retirement options and how much more they may need to save to provide for the retirement they want.

It is strongly recommended that all users seek advice from a professional Financial Adviser who is regulated and authorised by the the Financial Conduct Authority before making any significant changes to their pension provision.

The Free Pension Summary and Information will include;

• State Pension Information
• A Budget Planner
• Shortfall Summary
• Choice of Investment Scenarios
• Effects of Taxation
• Provider Product Comparison

Complete the form below to receive a personalised link to enable you to obtain your free summary and information;

Your name*

Email address*

Your message*


Fields marked with * are required.

To get the most accurate results, we suggest you find the following documents before you begin:

• A recent payslip or P60
• Your most recent annual pension statement(s)
• Details of any savings and investments

WARNING - the link provided will take you to an external site that is not part of this regulated site. Initiate Wealth Management, nor Best Practice IFA Group have any control over that external site, or content therein and as such do not accept any liability for the output, or information provided.

The summary and information provided is for INFORMATION ONLY and is generated externally. You should not act on any information provided without having first consulted an appropriately qualified financial adviser.



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GU51 3RY

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The Financial Ombudsman Service (FOS) is available to sort out individual complaints that financial services businesses and their clients are unable to resolve. To contact FOS please visit them at The guidance and/or advice contained within this website is subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Initiate Wealth Management Ltd is an Appointed Representative of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Number 576709.

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