We have put together a Final Salary Pension Transfer Checklist to show you the questions you’ll be asked to see whether it would be appropriate for you to transfer your Final Salary Pension. This is meant as a guide only and does not constitute advice on its own.
As part of a Final Salary Pension Transfer process, you should also expect to fill out a Risk Profiling questionnaire to understand your Risk Profile and Risk Tolerance and your financial adviser will also want to discuss your personal goals and reasons for wanting to transfer your pension.
You can fill this form out and send it to us, or our Qualified Pension Specialist will be happy to help you complete this form.
If you’d like to know more why not download our Definitive Guide to Final Salary Pension Transfer