The aim of Triage is to help you decide whether or not to take advice on the transfer or conversion of your pension. The process involves providing you with impartial information to support your decision. Triage is a complimentary service which we provide free of charge.
There are 3 steps to our Triage process:
1. Register for your interactive video learning experience
We provide you with a series of educational videos to help you understand the features of a defined benefit pension compared to a defined contribution pension.
2. Ask any questions
If there’s anything in the videos that you don’t understand or are unsure about, you can ask us any questions in the live comments section.
3. Contact us for a consultation
If you’ve watched the videos and want to hear more about DB pensions advice, contact a member of our team for a free consultation to discuss your options.