The transfer period can be shared as part of the initial enquiry, including choosing “Not sure” if the date is unknown.
Brand system and shared components
A development-only reference for the live-text identity, typography, colour, controls, content patterns and accessibility baseline shared by both campaign journeys.
Cloudflare integration status
A preview-only check that confirms whether the Pages Function can see the expected runtime variables. Secret values are never returned to the browser.
Checking the Pages Function…
- Pension API key
- Checking…
- Affiliate ID
- Checking…
- Pension submission mode
- Checking…
- Email validation mode
- Checking…
- Email test key
- Checking…
The pension transfer route
One four-step pattern supports recognition without implying that every visitor has a claim.
-
Armed Forces pension
A service pension was transferred.
-
Transfer advice
Advice was given about transferring.
-
Private pension or SIPP
The pension moved to a private arrangement.
-
Assessment
The advice and circumstances can be reviewed.
Does this sound familiar?
These are recognition cues, not selectable eligibility controls.
- You were advised to leave an Armed Forces pension.
- You transferred to a personal pension or SIPP.
- Higher returns or greater control were promised.
- Overseas or unusual investments were involved.
What happens next?
Initial assessment
We understand the situation and whether the enquiry can be reviewed.
Advice and paperwork review
The available records are reviewed and missing information can be requested.
Next-step explanation
If appropriate, the legal team explains the possible route and what happens next.
Controls and form rhythm
Persistent labels, tolerant choices and at least 44-pixel targets form the baseline. The production submission adapter remains disabled until its approvals are complete.
Documents that may help
Missing documents do not prevent someone from making an initial enquiry.
Pension statements
Annual statements or transfer value information.
Transfer paperwork
Transfer forms, letters or related documents.
Adviser emails or letters
Correspondence with the financial adviser.
Frequently asked questions
Plain answers with keyboard-operable disclosure controls.
Missing documents do not prevent an initial enquiry. The available information can be reviewed first.
No. The initial enquiry helps the legal team understand the circumstances and explain possible next steps.
Ready to review the journey?
Open either development route to continue the phased build.