Pension Works Limited

Reference number: 739922

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as 15 other names
  • Annuity Works
  • Financial Healthcheck
  • Investment Works
  • Pension Health Check
  • Pension Specialists
  • Private Pension Specialist
  • Retirement Healthcheck
  • Retirement Works
  • The Advice Group
  • The Compliance Works
  • The Investment Works
  • The Pension Performance Specialist
  • The Pension Performance Specialists
  • The Pension Specialist
  • The Pension Works

Company details

From the company's Companies House record.

Company number
09775967
Company status
Active
Company type
Private limited company
Incorporated
14 September 2015 (10 years old)
Registered office
Booths Park 5, Chelford Road, Knutsford, Cheshire, WA16 8GS, United Kingdom
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Current directors and secretaries

Name Role Born Appointed
Daniel Christopher Lewis Director Dec 1978 14 Sep 2015
James Davis Director Jan 1985 15 Mar 2018

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.

Check your FSCS cover →

Show FCA detail (8 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Names it no longer trades under

This firm has retired 2 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • Equity Release Works
  • The Pension Tracing Service

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Common questions

Frequently asked questions

Is Pension Works Limited FCA authorised?
Yes, Pension Works Limited (FRN 739922) is authorised by the FCA to carry out regulated activities.
Is my money safe with Pension Works?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Pension Works to the Financial Ombudsman Service, free of charge.
Is Pension Works a scam or clone?
Pension Works is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Pension Works's Firm Reference Number (FRN)?
Pension Works's FRN is 739922. You can verify it on the FCA register.