Defined Benefit Transfer Questionnaire

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  • Before completing the rest of the questionnaire, please watch the following video about the differences between defined benefit and defined contribution pensions

    Please answer the 1st 5 questions below as comprehensively as possible in the text box provided.

  • For each of the statements below please indicate, in respect of the proposed transfer funds, whether you strongly agree with the statement, agree with it, neither agree or disagree with it, disagree with it or strongly disagree with it.


  • For each of the statements below please indicate, in respect of the proposed transfer funds, your understanding of the risk.
  • For each of the 5 questions below. please confirm using the drop down boxes whether or not you would be concerned.