How It Works

Over the past three years we have refined our process to make it as easy as possible for you to find a better deal on your pension. Take a look at how to get started.

Step 1

Get In Touch

Either give us a call, or contact us online. Our forms are very quick and easy to complete. We only need a few details from you to get started

Step 2

Speak to our friendly Pension Professionals

One of our friendly advisers will give you a call from our Preston office to learn more about you and your pension requirements. Look out for a call from an 01772 phone number

Step 3

Complete a form and pop it in the post

Once we have confirmed all of your details we’ll ask you to sign a Letter of Authority which is a regulatory requirement to enable us to retrieve your pension information and start the review process

Step 4

Relax while we review all of your pensions

We’ll do all the hard work of reviewing all of your pensions, their performance and the annual management charges you are paying. We’ll then be in touch to book in a call with one of our Pension Advisers to give you our recommendation. If your pension is fine just where it is, we’ll tell you!

Arrange A Callback

Over 11,000 customers have switched £470m of pension savings with us

David

Design Engineer, likes the outdoors and lives in Darlington.

The advisers are very knowledgeable and if you have questions they are unable to answer at the 
time they always come back in a short space of time. 
I would recommend Profile to anyone thinking of taking out a pension review.

Sonia

Sonia lives with her husband and stepchildren in Buckinghamshire.

I was particularly impressed with how Profile fed back to me throughout. I have to say I was very happy with their service and how my adviser explained everything in a very straightforward way. He also didn’t put me under any pressure to make changes, so I felt comfortable and confident about trusting his recommendations when it came to transferring my pension.

Robin

A milkman from Barham, Suffolk.

Profile advised that I should switch my pension to LV because it had better long-term prospects. I decided to take their advice and move my pension and I’m glad that I did! Profits have climbed nicely since it was opened just a year ago. I’m very pleased!

Pete

An IT professional from London

The adviser gave me some of the information that I already knew and he supplemented that with current information about my pension performance, how that compared to the market, what the fees were and other plans and providers and what returns they were getting. I imagined that I’d be given a lot of facts of information, which I was, but in manageable chunks over the course of the call.

Davy

Davy works for the Prison Service and lives in Ayrshire.

The yearly updates that I receive from Profile are excellent and understandable. The decision to transfer my pensions via Profile was one of the best decisions that I have made and I wish I had taken the steps years ago.

Get Advice Today

Why phone. Why not meet face-to-face? Because it's simpler. And more flexible. We can be available at a time that suits you. And it's one of the ways we keep any fees low. So give us a call.

Call us on: 01772977162 or