Non-advised service
Pension Clarity Review
Pensions get confusing when pots are scattered across old employers. The Pension Clarity service shows you what you have — without pressure, jargon or a recommendation to move anything.
From £150
Basic trace of one or two plans. Full reports from £350.
What's included
- Pension tracing
- Collecting policy documents and statements
- Charges and fees comparison
- Growth history summaries
- Cashflow projections using standard assumptions
- A consolidated overview in plain English
- A consolidation-readiness checklist (educational only)
What we do not do
- We do not advise on consolidating pensions
- We do not recommend funds, products or providers
- We do not assess suitability
What you'll receive
- A Pension Clarity Report summarising existing pensions and illustrating potential future outcomes on standard assumptions, so you feel informed before speaking to a regulated adviser.
Who this is for
Anyone with more than one pension, lost workplace pots, or a statement they cannot decode. Useful before a first meeting with an FCA-authorised adviser.
Finsolo provides financial coaching, administration and educational services only. We do not give regulated financial advice, investment advice, mortgage advice or equity-release advice. For any regulated financial decision, speak to an FCA-authorised adviser.
