RMP Home

Review my pensions

To pension News archive

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.

Pension News

Categories
International Pensions
reviewmypensions

Are QROPS Still Relevant?

Qualifying Recognised Overseas Pension Schemes (QROPS) The Qualifying Recognised Overseas Pension Scheme remains a key pension planning tool for expatriates and non-UK nationals. The QROPS

Read More »
March 12, 2020

Speak to a Professional

We introduce clients to regulated, professional and qualified advisers across the UK and internationally.

Our panel of adviser firms must undertake a comprehensive due diligence process. We only refer to firms with locally-appropriate regulation and insurance.

Arrange a FREE introductory call
Ask us anything

didn't find what you are looking for?

search Our Site

About This Site

Whilst every care has been taken in the preparation of our website and publications, they are intended as a guide only. Readers are advised to seek professional regulated financial and tax advice before making any changes to their planning or investments. Our publications, including website and guides do not offer investment or pension advice and nothing in them should be construed as investment or financial advice. Our publications, including guides and website are not, and should not be seen as, a recommendation to use any particular investment or planning strategy.

You must carry out your own research before making any investment decision or change to your planning. The information published has been obtained from sources that we believe to be accurate. Although reasonable care has been taken, we cannot guarantee the accuracy or completeness of any information published. Articles and opinions published may be wrong and may change at any time. You must always carry out your own independent research and verify information and data you collect before making any financial decisions or planning changes.

Financial and pension planning is complex, and must be tailored to the individual client’s needs, objectives and circumstances. Teach Learn Resources Ltd do are not regulated by the Financial Conduct Authority and do not offer financial or tax advice. Our only business is to act as a professional introducer to regulated IFA firms worldwide. Contact us for more details about our panel of approved adviser firms and the regulation held in your jurisdiction.

Please see our Privacy & Terms for more information about the company, protection of your data and terms of use.

All content on this website and associated publications have been written by us and is the intellectual property of Teach Learn Resources Ltd. We take plagiarism seriously; our lawyers are watching.

Reviewmypensions.com is a trading style of Teach Learn Resources Limited. Teach Learn Resources Limited is registered in England and Wales company number 13349666. Registered Office 591 London Road, Cheam, Sutton, England SM3 9AG.

All rights Reserved