Compliance
How do I write compliant pension transfer ad copy?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
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."
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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
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