Pensions transfer advice checker

Use our checker to find out if you may have received poor advice, and what to do next.

* Fields with an asterisk beside their labels are mandatory.

The advice checker contains 10 questions on separate pages.

This is question 1

Your adviser didn't ask you for all of the information on this list:
  • details about you and your family
  • how much money you need to support them when you retire
  • your and your partner’s (if you have one) jobs, current pay and spending, tax band or if you don't have a job, if you rely on benefits
  • your plans for income in retirement and if you are entitled to a state pension
  • the state of your and your partner’s health 
  • your and your partner’s other pensions, investments and debts
  • how much money you’d need to have the kind of retirement you wanted
  • how much risk you were happy to take with your investments 
  • if you’d be prepared to accept less money in retirement if your investments did not provide what you needed