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Pension Wise


Appointment changed
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Dear Liz,

You asked us to change your telephone guidance appointment with Pension Wise. Your new appointment is confirmed for:

Date:
Monday 19 Jan 2015

Start time:
9:00am

Appointment lasts:
45 minutes

Your contact number:
07813 795 362

Your memorable word:
T****e

Your reference number:
0123456789


A trained guidance specialist will call you on the number above. They'll repeat
the memorable word to you so you know you're speaking to Pension Wise.

If you don't answer the call, you'll need to book another appointment.

To cancel or change your appointment, or if any of the information above isn't correct,
call 0800 138 3944 or reply to this email.


Preparing for your appointment
------------------------------

To make your appointment as useful as possible, it would be helpful to know the following information:
* the value of your pension pot(s) - check your pension paperwork or ask your provider
* an estimate of your State Pension - call the Future Pension Centre on 0345 3000 168 for a State Pension statement
* any special arrangements attached to your pension pot, eg a guaranteed annuity rate or a guaranteed pot value at a certain time - ask your provider

Think about your financial circumstances in general and plans for retirement, eg:
* sources of income like salary, benefits, savings, investments
* debts and repayments you might have
* when you want to stop working
* if you want a fixed or flexible income in retirement