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A relaxed conversation about your pensions
Kitchen Table Talks are friendly, one-to-one conversations where we sit down together and talk through what’s on your mind about your pension(s) – in plain English, with no jargon and no judgement. Think of it as a cuppa with someone who can help you make sense of pensions and see how your own fit into your life, both today and in future.
We think it’s great that there’s so much information out there about pensions – from websites and podcasts to workplace seminars and pension provider guides. But what the WhenI’m Kitchen Table Talks go a step (or two) further. How? Because it’s all about you – your numbers, your decisions, your life! You’ll get real answers about your pensions – and most likely answers to questions you wouldn’t even have thought to ask (in our experience anyway).
WhenI’m has created Kitchen Table Talks for individuals and/or couples. And we’ll tailor them around you – from where and when. We’re here to provide you with the support and reassurance you need (from not making a costly mistake to making the most of the money you’ve worked so hard to save) and we certainly do not sell products or earn commission, so you can be confident our guidance is all about what’s right for you.
One to one conversations about your pensions
Kitchen Table Talks
Pull up a chair. Let’s talk about your pension – your way, at your pace.
I prefer being able to 100% focus on me, my pensions & at my own pace
It can be hard to know where to start with pensions – having someone walk me through it was really reassuring
Generally, I learn more on a one-to-one basis
I got to focus on specific tasks
Here’s what some of our customers have told us…
Like to know more about Kitchen Table talks, and if its right for you?
Book a FREE 15-minute chat to work out what you need.
We'll talk about where you're at, what you want to sort out, and if a Kitchen Table Talk is right for you. No sales pitch, no pressure - just a straightforward conversation about whether WhenI'm is right for you.
Kitchen Table Talks – the practical stuff
How they work
You might want a one-off conversation to talk through your situation and make a plan. Or you might prefer a series of regular, shorter meetings to help you through the processes, keep you on track and see you through all the red tape. Many people find it helpful to come back as their plans develop.
What to bring
Anything that helps – recent pension statements, your State Pension forecast, or simply a list of questions. Don’t worry if you don’t have everything; we can work out together what you might need.
Where and when
Sessions will ideally be in person, but they can be online if you prefer, at a time that suits you. You’re very welcome to invite your partner or a family member to join the conversation. And we can find a location that works for us both
Good to know
Kitchen Table Talks are about guidance and education – helping you understand your options and feel more confident. They are not regulated financial advice, and we won’t recommend specific products or tell you what to do. If you decide you’d like personal financial advice, we can explain how to find a regulated adviser and help you with that too.