Your session is a chance to talk through your pension with a member of Penfold's Customer Success team.
The conversation will be based on the areas you'd like help understanding. For example, you might want to talk through your retirement forecast, contributions, salary sacrifice, tax relief, employer contributions or pensions you hold elsewhere.
Where relevant, the team can explain how different options work and help you understand the potential impact shown in your Penfold tools.
The session isn't a sales conversation, and there's no obligation to make any changes afterwards. Its purpose is to help you understand your pension and feel more confident about your options.
