Switching Your Pension

The pensions industry has a bad rep. From major government reforms to unregulated cold-callers giving bad “advice”. Many people have been mis-sold pensions in recent years. The Financial Conduct Authority (FCA) is reviewing how people can apply for compensation if they got bad advice.

So how do you find good advice and a good pension?

Pension Wise is the government-backed service that tells you your pension options. They’re impartial but also can’t comment on your current pension or recommend one to you.

So, there’s a need for pension advice services like us. How can you know if we give good advice on finding the right pension? Here’s some of our key info to help you decide:

  • Impartial and government checked: We conform to strict rules set out by the FCA to offer fair and impartial advice (Our registration number is  596398 and you can check out our accountability here).
  • Only qualified advisers: All our pension advisers are professionally qualified and FCA accredited.
  • Our customers rate us: We get our customers to review us on third party review sites. And we’re consistently ranked 4 stars and above or ‘Excellent’ on TrustPilot.

Finding a great pension all starts with…

Three Easy Steps To Get Started:

Step 1 – Get in touch: Either give us a call, or contact us online. Our forms are quick and easy to complete. We only need a few details to get going.

Step 2 – Speak to one of our Pension Professionals: One of our advisers will give you a call to learn more about you and your pension requirements. Look out for a call from an 01772 phone number (our Preston office)

Step 3 – Complete a form and pop it in the post: Once we’ve confirmed your info you sign a Letter of Authority. This is a regulatory requirement to allow us to retrieve all your pension information. (You should never proceed with pensions advice without one of these in place)

We do all the work in tracking down and reviewing your pension(s). We check fund performance and the annual management charges you’re paying. Fees are important and can significantly impact the growth of your retirement fund. We find a better deal for 7 out of every 10 customers we review.

When we’re done, we book you a call with one of our pension advisers. What happens next is up to you.

If your pension is fine where it is, we’ll tell you! (We’re legally required to do so)

If we recommend switching pensions you’re under no obligation to do that with us. You can even take the information we’ve prepared and go elsewhere. At no charge to you.

If you decide to take our advice and switch your pension(s) with us, we charge 1.75% of the value of the transferred funds plus £450.

But you might be interested to know that 95% of our clients opt in to working with us on an ongoing basis. Find out why by contact us at 01772977162 today.



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


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 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.


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!


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 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.

Our customer reviews

Profile in the press