Introducers Resources

Pension Transfer Bureau

All downloadable documents below are provided in PDF format and require a PDF viewer such as Adobe Acrobat to open them.

Enquiry Forms

You will notice there are three separate Enquiry Forms so that we can easily identify the different pension scheme’s we are investigating. This is because of the latest regulatory requirement to look at the option of transferring a Defined Benefit / Safeguarded pension into either the clients current Workplace Pension Scheme or, any other pension they may hold.

We have to make sure that, whatever pension we recommend transferring into , is better than any other current pension the client may already have in place.

PENSION TRANSFER ENQUIRY FORM

This form is the one to use for the pension scheme you wish us to investigate transferring.

WORKPLACE PENSION SCHEME ENQUIRY FORM

This form is the one to use specifically for gathering information about the clients Workplace Pension Scheme.

ALL OTHER PENSIONS ENQUIRY FORM

This form is the one to use specifically for gathering information about any other pension the client may hold.

Everything else