Pension Transfer Quiz

Uncover the value of your pension wealth
pension planning quiz

Should I Transfer My UK Pension?

Our free pension transfer quiz was designed and developed by a Chartered Regulated UK Pension Transfer Specialist.

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!

Take our free online quiz to find out if a UK defined benefit pension transfer could be right for you.

Our quiz has been specifically designed and tested for UK and Non-UK pension members. A defined benefit scheme is designed and structured by an employer. It contains very valuable income benefits, but if the income structure and pension features don’t fit with your planning, a transfer to a private pension may be best.

The Pension Transfer Quiz covers important financial topics, including:


  • Retirement location and currency needs
  • Your attitude to money and spending
  • The death benefits needed from your pension funds
  • The access you need to your pension in your retirement years
  • How your essential expenditure will be covered in retirement
  • How much tax you will pay, and whether you will be a UK resident
  • Whether anyone else is reliant on your pension income
  • Your investment experience and understanding of financial planning

Our pension quiz is specifically for those with UK defined benefit pensions. If you have a different pension, let us know and we will help you to understand your retirement options. A pension transfer isn’t right for everyone.

Our quiz aims to determine whether you can afford to take any risk with your funds. Find out if the benefits of a pension transfer would fit with your ideal retirement.

Read more about Pension Transfers by claiming our free guide above. 

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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.

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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.

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