NEW! Pension Transfer Quiz

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.


Pension Transfer Personality Quiz

Take our free pension transfer personality quiz to find out if a pension transfer is right for you!

1 / 10

How would you describe your investment or financial planning experience?

2 / 10

Where will you live in retirement?

3 / 10

What sort of taxpayer will you be in retirement?

4 / 10

How would you describe your relationship with money and finances?

5 / 10

Are your essential outgoings already covered by other retirement income?

6 / 10

Will anyone else be reliant on your pension for their financial security?

7 / 10

When you retire, will you need to withdraw a lump sum?

8 / 10

Do you require ad-hoc access to your pension funds in retirement?

9 / 10

How would your ideal retirement income be structured?

10 / 10

If you died, who would you want to benefit from your pension money?

Only provide your details if you are happy for us to contact you about your planning

Click the flag below for your instant results!


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.


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