fbpx

Pension expert Lead Form

As a company ‘My Pension Expert’ have chosen not to advise on final salary /
defined benefit pensions however, I can introduce you to a pension transfer
specialist that can provide this type of advice:

Before I do this, can I just confirm you are eligible? (yes)

Are you looking for advice on a potential transfer to drawdown or an Annuity
Comparison? (yes)

Do eligibility checker, by asking:

Step 1 of 3

Elidable –  ‘ You are eligible for a call, I will arrange this for you now, you will receive an appointment confirmation and an email with important information regarding your final salary / defined benefit pension.

Not Eligible – Read out text below under NOT ELIGIBLE

Definition: Self-Triage Client Education Guide’ is specific information relating to the type of pension and the type of benefits a final salary / defined benefit pension.

ELIGIBLE - SELF-TRIAGE CLIENT EDUCATION GUIDE

Send the triage information & book them in for a call back using the booking page below.

  • Date Format: DD slash MM slash YYYY

NOT ELIGIBLE

You are not currently eligible to have a free telephone appointment with a pension transfer specialist however I can send you a FREE Client Education Guide NOW which has specific information relating to the type of pension and the type of benefits a final salary / defined benefit pension offers and how this this differs to other types of pensions.

  • Date Format: DD slash MM slash YYYY

**If the caller will not provide this information, you cannot provide them with this free information guide because we have to report to the FCA who downloads these guides, if they request they are not contacted do not complete this form either as the emailed guide will breach this.