Your free pension check
How it works in 3 easy steps
Let's get cracking!
This is what happens when you complete and submit your online Pension Egg form.
1. We will pop a printed form in the post for you to sign. This gives us your authority to gather any information we need about your existing pension, or pensions.
2. We then analyse what you currently have and book a quick telephone appointment to find out more about you and your plans for the future.
3. Finally, we send a report showing you why we think you will be better off with a new, tailored pension plan, if we think transferring is in your best interests.
The choice is then yours
Your report also shows you how much it would cost to transfer your retirement savings with Pension Egg. You can then choose to either:
• Go ahead and transfer: our fee would come out of your pension so there is no extra money for you to find
• Leave your pension as it is and walk away, better informed and with nothing to pay