Pension transfer leads are generated through Google Search, Meta and LinkedIn campaigns targeting 45-65 professionals with deferred DB pensions, using a free pension review as the entry point.
Pension transfer (including DB transfer) lead generation is best run through high-intent Google Search, complemented by LinkedIn ABM for execs with vesting DB rights. Meta works for general pension consolidation. The lead magnet is usually a free pension review offering a valuation summary. Compliance is heavy — FCA has made DB transfers a high-risk area, so creative must avoid suggesting transfer is suitable without advice.