Defined Benefit transfer survey

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* 1. How many deferred members do you have in your scheme?

Under 1,000

1,000 to 10,000

10,000 +

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* 2. Do you show the transfer value on annual benefit statements?

Yes - for all members

Yes - for deferred members only

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* 3. How many transfer value requests do you get each month?

Under 10

10 to 100

Over 100

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* 4. If you have an online portal can it....

Provide a transfer value

Provide information on transferring out

We don't have an online portal

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* 5. How often can a deferred member request a transfer value?

Once a year

More than once a year (at additional cost)

More than once a year (free)

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* 6. Does your scheme offer partial transfers?

Yes

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* 7. Do you think your transferring members are receiving advice they fully understand?

Yes

Not sure

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* 8. How big does the transfer value need to be for your members to consider taking the offer?

20 X deferred pension

30 X deferred pension

40 X deferred pension

50 X deferred pension

Don't know

Other (please specify)

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* 1. How many deferred members do you have in your scheme?

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* 2. Do you show the transfer value on annual benefit statements?

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* 3. How many transfer value requests do you get each month?

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* 4. If you have an online portal can it....

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* 5. How often can a deferred member request a transfer value?

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* 6. Does your scheme offer partial transfers?

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* 7. Do you think your transferring members are receiving advice they fully understand?

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* 8. How big does the transfer value need to be for your members to consider taking the offer?

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* 9. If you would like to receive a copy of the survey results, please fill in your email address below