What our Pension Transfer Gold Standard means for you

The Pension Transfer Gold Standard is a voluntary code of good practice for safeguarded and defined benefit transfer advice based around a set of 9 Principles. Pensionhelp advisers have adopted these principles.

As part of our process to meet the Gold Standard, it is important that we are sure that our clients recognise when advice is appropriate. It is a requirement of Pensionhelp that our clients visit the Personal Financial Society (PFS) consumer section ‘Understanding the Pension Transfer Gold Standard’

We will require confirmation from you that you have studied the material on the PFS website. Once you have studied the material, we will need to know if you wish to take regulated advice, if you do not wish to take regulated advice, or whether you require more information before making any decision.