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The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

How It Works


STEP 1. Complete and send the Letter of Authority below – adding the date and the signature of the Pensionholder (using your mouse or digital pen.)


STEP 2. We will telephone you to gather the basic information needed to allow us to conduct your review in accordance with the current Financial Conduct Authority requirements.


STEP 3. We will then contact your Pension provider or providers and collect the information we need to analyse and review your current pensions.


STEP 4. We then arrange a telephone appointment with one of our professional Pensions Advisers who will make the necessary recommendations on how to maintain or improve your pension provision.

No Obligation Pension Review - Letter of Authority

Complete this form and start your No Obligation Pension Review.

Fields marked with * are required
Contact Details

I understand and accept that in order for a Pension Review to be completed, Charles Derby Direct may need to share my personal information with pension companies, financial advisers and related companies. I agree to such disclosure of my personal data.


MUST BE signed by Pensionholder.