Conversion
How do I qualify pension transfer leads before the consultation?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
How do I qualify pension transfer leads before the consultation?
Capture: DB or DC, current provider, approximate pot, last valuation date, retirement timeline, and whether they have previous advice. 6 fields is enough to triage.
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Six-question qualifier
- DB or DC?
- Current provider / scheme name
- Approximate pot (pound bands)
- Retirement timeline (years)
- Main driver (flexibility, death benefits, tax)
- Existing adviser?
Disposal rules
Reject: pot under 30k, DB over 30k without PTS, already receiving advice (unless second opinion requested).
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