How do I write compliant pension transfer ad copy?

Quick answer

How do I write compliant pension transfer ad copy?

Use outcome + credential + risk language: "Specialist DB pension transfer advice - Chartered planner, PTS qualified. Capital at risk. FCA 123456."

Formula

[Specific outcome] + [credential] + [balanced risk] + [FCA / firm identifier]

Avoid

- "Unlock your pension" - "Maximise your pension" - Any implication of guaranteed uplift

Include

- PTS, Chartered, DipPFS where applicable - Mandatory risk warning on creative and landing page

Reviewed by Platinum Prospects Editorial. Last updated April 2026.