Step 1 - Arrange an initial consultation
posted 9th April 2025
STEP 1 - Decide to get informed : Book in your free review
This step takes just 10-15 mins.
Once you’ve decided to learn more about your existing pension arrangements you just need to schedule a call with us.
If you haven’t already, follow the instructions on the website to “Register Interest”. Your enquiry will be sent to Sutherland Financial Planning, who owns and operates ReviewYourPension.co.uk.
Sutherland Financial Planning Limited is authorised and regulated by the Financial Conduct Authority, otherwise known as the FCA. The Firm’s reference number is 1019359 and you can look us up on the FCA register.
The introductory phone call will take just 10-15 minutes. To accommodate late calls and meetings the office is open until 9pm every weekday and 4pm every weekend.
Once the call is completed we will send you an invitation to our online secure portal where you can upload the details we require to prepare your pension review report. Our secure portal has bank-level encryption, so you can rest assured any information uploaded is private, confidential and protected.
