Process

In this section we describe how easy the process is to find out what you have, compare it to the best alternatives and set out your options

Process

In this section we describe how easy the process is to find out what you have, compare it to the best alternatives and set out your options



Before you get started

Before you get started finding out what you have and what your options are it is always a good idea to understand the process involved.

Getting the best from your pension shouldn't be a painful process, it should be an easy one; and we want to highlight this before you get started.




Comparing your pension is so easy and is ultimately a pleasure to do with comparemypension.com. Within minutes, I can start to see my pension comparisons and start making choices that have helped me get the best of my pension.
- Dawn Williams


4 Point Process

Before you can get started with comparing your pension, there is a few steps that you will need to cover and we've summarised this into the 4 point process.

This makes it easy to understand and covers all the bases.




Step 1:

Register and complete My Details in your account area

The first step is to select your personal details such as your retirement age, your annual salary etc. We have consolidated this into 9 simple to answer questions.

Step 2:

My Pension Details

In the second step you will be asked to insert details about any existing pensions that you currently have. Entering these details will produce pdf versions of the letters we need to find out what you’ve got. Knowing your plan or policy number would be very helpful so please ensure that you have your number available when you reach this stage.

Step 3:

My Investment Choices

This step is an optional step and completing this questionnaire will allow your adviser to assess your attitude to risk and recommend a suitable investment strategy for your pension fund.

Step 4:

My Reports

This is the area that your free information report will be uploaded to. You will receive an email telling you that the report is waiting for you.


Need more information?

If you need more information you should visit the FAQ page which has very useful information that will hopefully answer any queries you may have regarding the process.

Alternativelly, you're welcome to contact us if you need some information the website doesn't cover and should you simply wish to speak with someone from comparemypension.com, you're welcome to do so using the contact details available in the contact screen.