Financial Safety

Welcome to The Pension House website – Terms and Conditions of using this website

See Our Client Agreement


  • Decisions should not be based solely on the content of this website. Users are encouraged to consult with professional advisors at The Pension House Co Ltd for advice. In the event of dispute all matters will be subject to the jurisdiction of English courts. This disclaimer and all terms and conditions on this site are governed by and to be construed in accordance with the laws of England and Wales.


  • The content is aimed at UK residents only and afforded for as general guidelines. Your use of information from this website is entirely at your own risk for which we are not liable. The content of the pages of the website are subject to change without notice as are regulations, levels and bases of taxation. Our website may contain links to other websites. The Pension House is not responsible for the content of any external links


  • The name “The Pension House” and the Pension House logo are copyright and owned by The Pension House Co Ltd. The website material is also owned by The Pension House Co Ltd. The website material is owned by us and includes, but is not limited to the design, layout, look, appearance and graphics. Reproduction is prohibited other than in accordance with the copyright notice, which forms part of these terms and conditions.

Criminal Activity

Be aware that criminals target financial service providers and will and do impersonate advisers. Ensure you are dealing with The Pension House Co Ltd. Our landline number is: 01604 588293 and our email address is We never contact clients by text message and never use premium rate numbers. If you have been contacted in this way, you have NOT been contacted by The Pension House Co Ltd that is regulated and authorised to provide advice.

Take care at all times when providing private financial information that you are talking directly to us and not an overseas criminal gang hoping to steal your money.

Data Protection, Privacy Policy

We are registered under the Data Protection Act 1998. You acknowledge and understand that we keep personal and financial information with regard to your circumstances on file (electronic and/or paper based) as required to be able to advise you as to your financial planning needs. We confirm that this information will not be used or transferred to any other firm, company, entity or person with the exception of Tavistock Financial Ltd (or any other company within the same group of companies) and the product provider without your consent or as may be required by law. We may also provide information to the FCA upon request.

We cannot be held responsible for the information held on your file being inaccurate due to your failing to inform us of a change of circumstances.

Where business services are provided to us by third parties then circumstances may arise which warrant the disclosure of more than just your basic contact details. On these occasions such as processing business, and obtaining compliance and regulatory advice you agree that personal information held by us may be disclosed on a confidential basis, and in accordance with the Data Protection Act 1998, to such third parties. You agree that this information may be transferred electronically, (e.g. e-mail). You also agree that we or any such third party may contact you in future by any means of communication which we or they consider appropriate at the time.

You agree that we may use the information that we hold about you to contact you from time to time by post, fax, email or telephone to bring to your attention additional products or services, which may be of benefit to you or comments and news features which may be of interest to you.

In accordance with the Privacy and Electronic Communications Regulations 2003 we agree that any consent given by you may be withdrawn by you at any time by contacting us by email or in writing at:

The Pension House Co Ltd
The Pension House
66 Upper Harlestone

T: 01604 588293

F: 01604 589274


The Pension House Company Ltd is an appointed representative of The Tavistock Partnership Ltd., which is authorised & regulated by the Financial Conduct Authority (FCA) under number 519014. The Pension House Company Ltd (‘the Firm’) has an FCA number of 595635.  You can check this on the FCA’s Register by visiting the FCA’s website at or by contacting the FCA at 25 the North Colonnade, Canary Wharf, London.E14 5HS or telephone 0845 606 1234, or by contacting The Tavistock Partnership Ltd. at Unit 1, Andoversford Business Park, Cheltenham, Gloucestershire, GL54 4LB.