Pension Transfer Enquiry

The Pension Transfers enquiry form below is quick and easy to fill in. Once you fill in your details a professional pensions adviser will give you a call to establish your exact requirements.

If you have any questions when filling in the form just call a Pensions specialist on
0845 2932672 for instant advice and guidance.

Title:*
Name:*
House or Flat Name/Number:
Street:
City/Town/Village:
County:
Postcode:
Telephone Number:*
Email Address:*
Pension Provider:
Policy / Scheme No.:
Approx. Current Value:
Transfer Value (if known):
Year Started:
Retirement Age:
Are You Currently Paying Into this Pension?:
If Yes, How Much?:
Any other comments you think would be helpful:

Data Protection Declaration - please read

Please read the following important statement concerning the processing and handling of personal information you have entered on this form.

When your details are passed to The Mortgage Bank UK Ltd the following applies:

The Mortgage Bank UK Ltd, trading as PensionTransfer.co.uk, will process all information in accordance with the Data Protection Act 1998 and it will be treated as private and confidential, now and in the future. The only exceptions to this will be when the law requires us to disclose information or, with your consent, where disclosure is necessary when arranging or servicing your pension transfer.
To fulfill our regulatory obligations, we will retain copies of your records for no longer than is necessary, or for the duration of any contract you may enter into. You have the right to inspect these records at any time.

I have read and understood the above Data Protection and Future Relationship Declaration

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Pension Tip
If you have a guarantee in your pension fund at retirement, check to see how you need to take your income in order to maintain the guarantee.

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Pension Transfer Enquiry