Comprehensive pension review
A full analysis of existing schemes, benefits, charges, and alignment with retirement goals.
Price: £650
Services
Pension planning services
Every service is designed to help you understand your options, protect long-term income, and make decisions confidently.
Pricing approach
Fees are fixed and confirmed after an initial review of your pension documentation.
Core services
Drawdown sustainability plan
Structured withdrawal planning with scenario modelling for market changes and longevity.
Price: £780
Defined benefit transfer assessment
Specialist analysis covering critical yield, scheme guarantees, and long-term security.
Price: £1,200
Retirement transition roadmap
Step-by-step retirement timeline planning, including tax-free cash and phased work options.
Price: £540
Family legacy and beneficiary planning
Align pension nominations with estate planning and intergenerational priorities.
Price: £480
Benefits of working with prism-count
Clear recommendations
We provide written guidance with plain-language summaries and decision checklists.
Regulatory awareness
Our advisers track UK pension regulation to keep your plan aligned.
Flexible engagement
You can choose one-off reviews or ongoing stewardship based on your needs.
Service comparison
Single review
One-time analysis and recommendation report.
Best for: clarity on current pensions
Ongoing stewardship
Annual reviews, plan updates, and mid-year check-ins.
Best for: changing circumstances
Retirement transition
Dedicated support through the first 24 months of retirement.
Best for: new retirees
How engagement works
Initial consultation
We discuss your retirement aims and agree the scope of review.
Detailed analysis
We model income, tax, and investment considerations with scenario stress tests.
Actionable roadmap
You receive a step-by-step plan and can select implementation support.
Service FAQ
Yes. We review statements from all major UK providers and workplace schemes.
We regularly coordinate joint plans so income streams align with shared priorities.
Implementation is optional. Many clients prefer to act on recommendations at their own pace.
Want to discuss the right service?
Share your current pension priorities and we will recommend the most useful starting point.