Grove Pension Solutions
Triage
We are unable to move forward with your enquiry until you have let us know you have completed some useful background information. So please:
- Carefully read the Triage Pack that was sent to you.
- Watch the independent (short) video.
- Complete the form at the bottom of the page.
The sooner you complete the form, the quicker we can continue.
Defined Benefit Pension Transfer Video Guide
Independent video guide on the risks of Defined Benefit Pension Transfer.
Resources
We want to ensure that clients always have a better understanding of good advice, so they can be confident they are dealing with a firm that is going beyond minimum requirements when giving financial advice.
Guides & Downloads
Useful information when making your decision about transferring your defined benefit pension.
1. Triage Information Pack
Grove Pension Solution’s guide to triage.
2. Good Practice Guide
Personal Finance Society’s practical guide to Pension Transfers from defined benefit to defined contribution.
(Requires a PDF viewer such as Adobe Acrobat.)
Triage Confirmation
We need clients to confirm they have read the guides and watched the educational video.