Pension tracing checklist
Checklist for pension advisers
For pension advisers who want people approaching retirement on their list before they have a full picture.
Mistakes list
Pension scam traps to avoid
How to use this mistakes list
Share this on LinkedIn and in local groups. People who spot a trap they have met want to talk to someone who can check it.
What is inside
Acting on a cold callUnsolicited calls about pensions are largely banned, so a pension call from a stranger is a warning sign in itself.
A rushed deadlineA deadline is a pressure tool.
A promise of high returnsA guaranteed high return is a classic sign.
Moving without checkingMoving a pension is not always wrong, but it can be costly.
Skipping the registerA firm can look real, with a smart website and a phone number.
Handing over detailsScammers collect passwords, codes and account numbers, then use them to get at your money.
Three title ideas for your own version
Pension scam traps to avoid
Six pension scam warning signs
How to spot a pension scam
Where to promote it
Your websiteLinkedIn postslocal business groupscommunity newsletters
Why give people a list of pension scam traps?
Pension scams are often well disguised. A plain list with a fix for each shows your care and brings people to you before they act on a stranger's offer.
Make this mistakes list your own
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