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