How It Works

Getting organised is easier than you think.

At The Drawer, we’ve designed a simple, human process that takes the stress and guesswork out of getting your finances in order.

Whether you know a lot, a little, or absolutely nothing about what you’ve got in “the drawer,” we’ll help and guide you from clutter to clarity.

Step 1:

Tell us what you know

Start by filling out a short form with any details you know, pension providers, insurance policies, even rough guesses. Don’t worry if you’re unsure, most people are, and we’re here to help you along the way.

Step 2:

Sign one form

You’ll receive a welcome pack in the post within 4 working days, including:

A simple one-page explainer
A consent form (we need this to speak to providers)
A prepaid return envelope

Sign the consent form appointing us as your adviser, and we do the rest.

Prefer digital? You can also download and print the consent form yourself (single or couple). Just print and sign, pop it in the post or scan it back to us.

Step 3:

We do the digging

Once we receive your signed consent, we get to work. We’ll contact your pension providers, insurance companies, and any relevant financial institutions to gather the full picture of what’s in your drawer.

You don’t need to make any calls or dig through old paperwork, we handle all of it.

This step usually takes 2 to 4 weeks depending on provider response times, but we’ll keep you updated along the way.

Step 4:

You get the clarity

Once we’ve gathered everything from your providers, you’ll have a review call with a member of our team. We’ll talk you through what we’ve found, explain each policy in plain English, and answer any questions you have.

After the call, we’ll send you your Drawer Report, a clear, jargon-free summary of:

Your pensions, protection plans, and investment policies
The current value, benefits, and key terms of each
What you have, and why you have it

It’s yours to keep: a complete snapshot of your financial position, including anything we covered together on the call.

There’s no pressure to make any decisions. Our job is to give you clarity, so you can make more informed choices in your own time.

We’ll stay in touch regularly with a summary of the plans you hold with us, and we’re here whenever you’d like advice, whether that’s next month or a few years from now.

We will also offer you the opportunity for a yearly review of all plans.

Ongoing Expert Support

Your finances aren’t static, and neither are we. We offer two simple ways to stay on top of your financial picture:

Annual Review Call

Each year, we’ll check in and update your Drawer Report, making sure your plans are continuing to work for you.

Quarterly Summary Updates

Prefer more regular support? We will send you quarterly updates on all the plans held with The Drawer, including values and level of cover. We’ll mind it from here.

What You Get

Clear Financial Overview

Get a plain-English summary of all your pensions, protections and policies, no jargon, no guesswork.

Expert, Human Advice

Talk to advisers who are QFA qualified and up to CFP® certified, who explain things simply and help you make confident decisions.

Action Only If You Want

There’s no pressure to change anything, but if you do, we’ll guide you through it.

Ongoing Peace of Mind

With annual check-ins, we help you stay organised for the long term.

Zero-Stress Process

We do the digging and paperwork, all you need to do is sign one form and return it.

Have Questions?

Most people do, and that’s exactly why we’re here. Whether it’s “I’m not sure what policies I have” or “Will this cost me anything?”, we’ve answered the most common questions in one place.

Ready to open the drawer?

Let’s find out what’s inside, and what it could mean for your future.