Pension Transfer Gold Standard Advice Questionnaire

Published / Last Updated on 30/11/2019

The Pension Transfer Gold Standard: Empowering you with knowledge on pension transfer pros, cons and risks before proceeding with defined benefit (DB) or safeguarded rights pension transfer advice.

Important Note: It is usually not in most people's best interests to give up defined benefit or safeguarded pension rights and we will only do so where there are valid and overriding reasons to transfer out.  Our starting position is that most people should remain.

Triage Guidance Initially: It is a requirement of this firm, before we take on any client for defined benefit or safeguarded rights pension transfer advice, that we guide you with further knowledge on pension transfer pros, cons and risks, discuss all of these with you to then be in a position to enable both you and us to decide whether to proceed with defined benefit (DB) or safeguarded rights pension transfer advice or not.  In short, assessing and diagnosing whether 'treatment' i.e. advice is suitable before committing to or incurring any fees (this is known as Triage). 

Before completing this questionnaire: Please ensure that you read/watch all of our Pension Transfer Gold Standard Videos.  In addition, if you have not done so already, download the PFS Consumer Guide to Pension Transfer Gold Standard and visit their consumer website.

Pension Transfer Knowledge and Eligibility Questions

Answer all sections as honestly and accurately as you can.  It is exceptionally important for us to give you the right advice based upon your experience, knowledge, current financial position, objectives and views.  All fields marked RED must be completed.

  • Part 1 - General Info
  • Part 2 - Yes/No Questions

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