Calculators Contact Us Register Login Prudential Financial Advice Pensions & Retirement Investments Funds Insurance Help for Existing Customers The types of advice, from M&G Wealth Advice It's never been more important to make sure you're getting the most out of your money. If you have questions about your pensions and investments, then we can help you find the right answers. We offer a restricted advice service. Arrange a chat with us How we can help We provide our customers with financial advice using a carefully selected range of products from Prudential and other providers. This is known as restricted advice. We’ll explain this in more detail when we meet. Retirement planning As we're generally living longer, it’s important to make sure you’ve planned ahead for your retirement. We can review your current pension's and advise on a range of pension funds that can help you get what you want from your retirement. Chat to us about planning your retirement We can help answer questions like: How much is my pension worth? How can I take money from my pension? Are my investment choices still right for me? When can I start taking money from my pension? What options do I have when I retire? Combining your pensions into one pot Pension consolidation and transfer You may have more than one pension and be thinking of combining a few or all of them or transferring pensions from one provider to another. We can advise you on pension transfer and consolidation. Defined Benefit (DB) pension transfer A DB pension can also be known as a final salary pension. You may be thinking of transferring your DB pension. If so we can advise on this complex area. Combining pension pots isn't a simple decision. With an adviser on hand at every turn, you can find out if bringing your pension pots together under one roof is right for you. Learn about combining your pension Income in retirement Following the changes to pensions in 2015, you’ve a number of options available to you when you’re approaching retirement. We can advise on a wide range of retirement income solutions to help you make the most of the flexibility you have. Speak to us about your income in retirement We can help answer questions like: How much tax will I pay on the money I take from my pension pot? When can I start taking money from my pension? Can I take my pension money and keep working? Whenʼs the best time to start taking money from my pension? Investments and savings Whether you’re investing in your retirement or saving for a rainy day, we can give you advice on a range of savings and investments. Discuss your investment and savings options We can help answer questions like: How can I make my savings more tax efficient? Should I move my savings and investments? How much can I save into my ISA this year? Leaving your legacy Protecting your family If you’re worried about what happens to your family’s finances if you pass away or get ill, we can advise on solutions to help protect your loved ones. Estate planning With increasing house prices, Inheritance Tax (IHT) is affecting a lot more people. We can give you advice on a range of trusts to help reduce the impact of IHT and also guide you through the complexities of estate planning so that you can pass on as much wealth as possible to your loved ones. Understand how we can help you The way that you decide to take your pension will affect what you can do with it when you die. Learn about planning your estate Related What is the value of financial advice? Why meet with one of our advisers? What should you expect at your first meeting? Looking for help? Whether you're facing some tough financial decisions now or you want to think about your future plans, financial advice can make a real difference. So, if you don't already have an adviser, arrange a chat with one of our advisers. We offer a restricted advice service. Arrange a chat today Or call us on 0800434 6630 9am to 5pm, Monday to Friday Homepage Financial Advice | Pension & Retirement Advice | Prudential What types of financial advice do we provide? 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