Try our new pension transfer quiz
Use our new pension transfer quiz to find out if a pension transfer is right for you. Our online pension quiz is free, with instant results.
Our free pension transfer personality quiz aims to help you think about the planning options in retirement. With your answers to these 10 key questions, we will let you know if a transfer is suitable for you.
The Pension Transfer Quiz
Our quiz was written and designed by a qualified and regulated Pension Transfer Specialist. Results are graded into four categories, with each answer individually scored. With just 10 questions, we will help you think about your long-term planning needs.
Interested in learning more about pension transfers?
You might be the right fit for private pension planning, but next you need to gain a pension transfer offer. With this, we will be able to gain a statistical analysis of how ‘fair’ the transfer offer is compared to the pension you hold.
A Cash Equivalent Transfer Value (CETV) must be calculated, analysed, and compared to your ‘frozen’ pension benefits. We can put you in touch with a Pension Transfer Specialist to help you with the research and analysis. Once your CETV is secured, it will be guaranteed for 3 months. This allows you good time to consider your options and gain professional advice.
Research your pension scheme with our free toolkit. You will find out all the features specific your scheme, and how much the scheme will offer you to take away as a transfer value.
Read more about pension transfers in our free pension transfer guide.
Our pension transfer personalty quiz is focussed on UK defined benefit pension transfers. If you hold a SIPP or QROPS already, speak to us about the planning opportunities available to you.
