Pension Works

Pension Works

Financial Services Knutsford, Cheshire East, United Kingdom 22 employees
Employees
22
Contacts
4
Emails
3
Phones
1

Pension Works Overview

Headquarters
Knutsford, Cheshire East, United Kingdom
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
22
Founded
2016
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Pension Works

Pension Works – Experts in Final Salary Advice, Financial Planning, and Pension Sharing Reports At Pension Works, we are committed to empowering individuals to make informed decisions about their pensions and financial futures. As a trusted provider of specialist advice, we focus on delivering tailored solutions in three key areas: Final Salary Advice – Helping your clients navigate the complexities of Defined Benefit (DB) pensions, ensuring they fully understand their options and make the best decisions for their unique circumstances. Financial Planning – Providing comprehensive, goal-oriented financial planning to help your clients achieve long-term security and peace of mind. Pension Sharing Reports – Supporting legal and financial professionals with clear, precise, and compliant pension reports during divorce proceedings. Our experienced team of pension experts and financial advisers pride themselves on offering transparent, impartial, and FCA-regulated advice. With a client-first approach, we prioritise understanding your client’s needs and delivering solutions that align with their financial goals. • Expertise in complex pension scenarios, including Defined Benefit transfers and pension sharing during divorce. • A commitment to simplifying the intricate world of pensions and financial planning for your clients. • Proven results in helping individuals achieve financial clarity. Whether you’re helping your clients plan for retirement, assisting them through a divorce, or helping them seek advice on their DB pension, Pension Works is here to guide you and your client every step of the way. Contact us today to discuss how we can help your client’s achieve their financial goals.

Pension Works Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Pension Works Org Chart

Sample employees and titles
Name Title Contact
Lloyd Barton Compliance Advisor at Pension Works
Email
Edward Tee Pensions Transfer Consultant
Email
Harry Holloway Operations Manager at Pension Works
Email
Jade Shearman Paraplanner - Team Leader at Pension
Phone

Employees by Management Level

Individual contributor 6 profiles
VP / Head 3 profiles
Manager 2 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 2 2 0
General 2 1 1
IT 1 1 1
Legal 1 1 0
Sales 1 1 0
Operations 1 1 0

Pension Works Tech Stack

Cloud / infrastructure 1 profile

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