Pension transfer inquiry form template
This five-step pension transfer inquiry form asks the age group, when they plan to retire, their employment status and whether they are saving, followed by the contact details. Clone it into your Growform account and add a pension value step.
What the form asks, step by step
The four questions describe where someone is on the way to retirement, which is the starting point of any pension conversation. None of them asks about pension values yet.
-
Step 1: “What age group do you belong to?”
Age bands from 18 to 61 and above set the advice horizon.
-
Step 2: “When are you planning to retire?”
A retirement date in five, ten or twenty years changes the recommendation.
-
Step 3: “What is your current employment status?”
Employed and self-employed savers have different pension arrangements to review.
-
Step 4: “Have you started saving for your retirement?”
Savers, non-savers and those planning to start need different first conversations.
-
Step 5: “How shall we contact you?”
Name, email and phone come last.
-
After submitting
Rewrite the thank-you to explain what an advisor needs before the first call, such as pension statements.
Who it’s for
Retirement planners, pension transfer specialists and financial advisory firms use this template to open conversations with savers. The questions are general, so it suits people who are only starting to look for pension advice as well as those considering a pension transfer. Each inquiry shows how close the person is to retirement and whether they already have savings, which decides who should call. The retirement planning template covers broader planning.
Why this structure converts
- The questions avoid pension values, which makes the form easy to start for anyone unsure of their numbers.
- Retirement timing and age together show how urgent the conversation is.
- Every step is a single tap, so the only typing happens on the contact step.
14-day free trial, no credit card
Make it yours
-
Ask about existing pensions
Add a step asking how many pensions the person holds and whether any are defined benefit schemes, since those need specialist advice.
-
Add a value band
A pension value band helps you decide whether a transfer review is worthwhile before the first call.
-
Add regulatory wording
Use the thank-you screen for any disclosure your regulator requires, and add a consent checkbox if you follow up by phone.
Send every lead where your team works
Frequently asked questions
What should a pension transfer form ask first?
At first contact it should ask age, retirement plans, employment status and savings. The number, type and value of each pension can follow in a detailed questionnaire.
Can I record consent to be contacted?
Yes. Add a consent checkbox to the contact step and make it required, and turn on TrustedForm if you buy or sell leads.
Which CRMs does it work with?
Growform sends inquiries to Redtail, Wealthbox, Salesforce, HubSpot and FLG, as well as to email by default.
What happens next?
-
Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
Start your free trial
Build multi-step forms just like this one. 14-day free trial, no credit card required.