Read our five steps to help your clients' members protect their pension pots from scammers.
You can also watch our video for pensions professionals below and download further resources, including a member facing video, to help give them the best possible protection against the pension scammers.
We will continue to update our material here to reflect changing scams models, using information from our partners including Action Fraud, HM Revenue and Customs and the Financial Conduct Authority.
How you can help protect members
1. Read and share the member scams booklet
Download and share our pension scams booklet for members (PDF, 740.5kb, 5 pages), or our pension scams booklet for members: short version (PDF, 578kb, 2 pages).
2. Check the details
Download our pension scams information for pension professionals (PDF, 551.2kb, 8 pages) and check the information you have against the checklist tables on pages 4 and 5. Carry out due diligence on all transfer requests - see page 6.
3. Proactively engage with members at risk
Contact any member who you believe may be at risk to establish whether they understand the implications of their transfer and clarify any points in the checklist tables in the pension scams action pack for professionals. You may also want to direct them to Pension Wise to discuss their retirement options.
4. Direct members to The Pensions Advisory Service
Ask members to call TPAS to discuss the implications of their transfer, including tax issues.
5. Raise the alarm
Alert Action Fraud if a member insists on proceeding with a transfer that you believe may be a scam.