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The #1 checklist you need if you’re considering a Final Salary Pension Transfer


    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

    Simon Garber

    Simon Garber

    Simon Garber is an Independent Financial Adviser and Pension Transfer Specialist with over 15 years of experience. He's a member of the Personal Finance Society and holds the coveted Gold Standard for Pension Transfer Advice.

    He is the Managing Director of 2020 Financial Ltd, Financial Advisors specialising in Retirement Planning & Wealth Management, based in Southampton, Hampshire.

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    Final Salary Pension Transfer

    Is a transfer really right for you?  Uncover everything you need to know before you decide to transfer your pension

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