Where can I get help with pension forms only?

[Snowleopardsspots]

Hi there. I just need someone to help fill in forms for claiming pensions. I do not want investments advice or fund management. I just want to unlock the tax free sums. I am 62 but can claim these pensions as they were pre pension age raising. I will not receive state pension until 67. An hour of advice was provided free by an old employer scheme, but they were just intent on trying sell investment programmes. I just want help filling out the forms. Are there any companies that will help fill out the forms? I realise the service will have to be paid for, and may cost a few hundred pounds. Anywhere I go for help filling them out? Thank you.

Are you looking to take the 25% tax free lump sum and then receive a monthly income from the remaining 75%?

If you don’t need to move the 75% to a different pension vehicle then the forms should be straightforward.

Have you had your free Pension Wise session?

Just looking to take the maximum lump sum, and the rest monthly. But there is more than one lump sum to be taken and getting a bit confused about percentages they are asking on the form, and transaction certificates. Will pension wise be able to help fill in the forms? Thank you

I am reasonably intelligent, but the forms and notes are like trying to read Dutch. Anyone who does this for a living deserves a seriously good hourly rate!

Citizens Advice may be able to help.

Have you tried using AI to help you understand which numbers you need to input in the forms - it’s usually pretty good for this sort of thing