Now loading: Pension Works - Defined Benefit Transfer Questionnaire

1. Defined Benefit Pensions Experience

2. Security of Income

3. Inflation Risk

4. Investment Risk

5. Accessing Benefits

6. Priorities in Retirement

7. Charges

8. Death Benefits

9. Other Considerations

Complete - Review Information

Complete - No Action Required

Pension Works -
Defined Benefit Questionnaire

Date of Birth:

Welcome to the Pension Works Defined Benefit Questionnaire

When completing this questionnaire, it's important that you carefully consider your answers in respect of the risks/transfers of the pensions you've asked us to investigate because we will use this to assess your attitude/thoughts with this process & ultimately our recommendations

Your Defined Benefit Schemes:

    Please only select 3 options

    Defined Benefit Questionnaire Completed

    You have now completed the Pension Works Defined Benefit Questionnaire.

    Please take this moment to review the information you have submitted using the navigation buttons below.

    If you are happy with the information provided, simple close this page and our team will be in touch soon regarding the next steps.

    Defined Benefit Transfer Questionnaire Completed

    You have completed the Defined Benefit Transfer Questionnaire and we have all the information we require from you at this time.