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Welcome
As part of our Final Salary Pension Transfer process we require you to complete this form, please fill out and submit this form prior to your discover call.
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1
Full Name
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First Name
Middle Name
Last Name
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2
Age
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3
Date of Birth
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4
National Insurance Number
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5
E-mail
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example@example.com
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6
Phone Number
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We'll give you a call to chat to talk about your options based on your personal circumstances.
Area Code
Phone Number
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7
When you retire do you plan to work part-time or freelance?
Yes
No
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8
If you answered 'yes' please estimate your annual earnings from this part-time/freelance work
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9
Estimated Pension Transfer Value CETV
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10
What income is your pension provider expecting to give you in retirement if you stay in your final salary (defined benefit) scheme?
Amount per year
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11
How important is this income? Would your standard of living suffer if you transferred your pension and the value dropped or you had to take less income?
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12
What is your reason for completing this form? What are you hoping to achieve from this investigation?
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13
Number of Children and their ages
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14
Are you Married or in a Civil Partnership?
Yes
No
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15
Spouse's age
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16
When does your Spouse/Partner plan to retire (year)
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17
When your Spouse/Partner retires do they plan to work part-time or freelance?
Yes
No
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18
If you answered 'yes' please estimate their annual earnings from this part-time/freelance work
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19
Work, Income & Pensions
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20
Occupation (including Job title)
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21
Income per annum
leave blank if not applicable
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22
Spouse's Occupation (including Job title)
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23
Spouse/Partner Current Annual Salary
leave blank if not applicable
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24
Are both you and your partner eligible for the State Pension?
Yes
No
Don't know
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25
How much is your State Pension entitlement worth per year?
Please estimate how much you will receive from your State Pension.
If you do not know, you can find out here: https://www.gov.uk/browse/working/state-pension. As a guide, the current full state pension is worth £9339.20 a year or £179.60 a week.
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26
How much is your partner's State Pension entitlement worth per year?
Please estimate how much you will receive from your State Pension.
If you do not know, you can find out here: https://www.gov.uk/browse/working/state-pension. As a guide, the current full state pension is worth £9339.20 a year or £179.60 a week.
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27
Other Pensions for you and your partner (including value and current contribution amount)
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28
Do you own your own home
Yes
No
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29
House Value, Mortgage Type, Outstanding Mortgage amount & Repayment term
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30
What is the value of any outstanding loans / debt/ credit agreements e.g. cars, credit cards, finance etc ?
If zero, leave blank
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31
If not repaid by retirement age, how do you plan to repay?
e.g. Savings, pension, downsize etc...
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32
Please provide details of any life insurance policies you hold (you & your partner)
e.g. personal life insurance policies, death in service with employer etc
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33
Other large expenditure in the next 5 years e.g. school/university fees, home improvements, big holidays etc
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34
Do you have any of the following:
Savings Account
Cash ISAs
Investments (non-property)
Property
Premium Bonds (National Savings)
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35
If so, what is their value?
Combined value of any existing savings/ pensions / shares / ISAs etc
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36
Other sources of capital i.e. business sale, inheritance etc
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37
Do you have investment experience? Tick all that apply
Investment ISAs
Property Investment (landlord)
Property Investment (developer)
Premium bonds
Stocks and Shares
Personal Pensions (SIPPs)
No previous investment experience
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38
Desired Retirement Age (You)
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39
Desired Retirement Age (Your partner)
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40
Desired Retirement Income
£26,000 is the estimated amount needed per year for a couple to enjoy a comfortable retirement. If you're not sure, read our 'How much do I need to retire' blog as a guide.
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41
What are the 3 most important things to you in retirement?
e.g. Money for holidays, being able to help kids buy a house, keeping active (gym memberships etc)
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42
Are you planning any big purchases when you retire? e.g. new car, world cruise, home improvements
Yes
No
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43
Estimate the cost of these purchases...
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44
Please read our T&Cs and click below to accept them before submitting
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