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Citizens Advice Taunton - Pension Wise

  • Charity
St Mary's House
Magdalene Street
Taunton, Somerset TA1 1SB
01823 448970
01823 448966 (fax)
  • About

    Pension Wise is a free and impartial Government service designed to help people make sense of the new pension freedoms which came into effect on 6 April 2015. Pension Wise appointments are offered to people approaching retirement to enable them to take the right choices about the use of their pension savings. One of the 50 Pension Wise delivery centres is based in Citizens Advice Taunton.
    The service is available to people over 50 who have built up savings in Defined Contribution pension pots, although the benefits cannot generally be taken before age 55. The guidance that is offered takes account of individuals’ personal circumstances and helps to explain the options available in what can be a confusing financial environment. Although the service does not provide financial advice, users can be signposted to organisations and websites which offer more information.
    Appointments in Bridgwater, Minehead, Shepton Mallet, Taunton, Weston-super-Mare or Yeovil can be arranged by phoning the Taunton Pension Wise Team on 01823 448970. Each appointment lasts about 45 minutes.
    Employers may well wish to help their employees with pension options, but this can be difficult to achieve either through cost or the strict rules governing financial advice. Pension Wise can assist companies to give their employees helpful, impartial guidance at a crucial time of their lives, with no cost to the employer. Where demand and resources allow, it may be possible for appointments to take place at an employer’s site. Employers can contact the team at pensionwise@tauntoncab.org.uk for more information.

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