- Helping members of occupational pension schemes to better understand their benefits.

18th April 2019
:: Employer | Tools and Services | Transfer Analysis Tools

Transfer Analysis Tools - Defined Benefit Schemes
Most defined benefit schemes offer much more than just a pension, like ill-health, death benefits, a retirement cash lump sum, or life cover. A transfer analysis reveals the strengths and weaknesses in your employees’ and scheme members’ benefits – our forms will help you to provide all the necessary information, and help them and their advisers plug any gaps in their retirement planning.

Our Pension Transfer Questionnaire lists all the questions that financial advisers ought to be asking you when their clients are considering transferring from your scheme conduct a financial health check on behalf of their clients – your scheme members.  
Be prepared: providing the right information will ultimately assist YOU as an employer, cutting down on repeat questions and duplication of services, thereby saving YOU money. Our questionnaires are probably the most comprehensive available in the market today.
Understanding WHY advisers request this data will help you to improve your pension communication to your employees and scheme members.
Transfer Analysis: part of Employers Tools and Services from MyCompanyPension. Find out how to sign up
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For Active and Preserved Members considering a pension transfer, see our
Pension Analysis forms
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