Final Salary Transfer - Client Fact Find
Full Name
*
First Name
Middle Name
Last Name
Age
Date of Birth
*
National Insurance Number
E-mail
*
example@example.com
Phone Number
*
-
Area Code
Phone Number
When you retire do you plan to work part-time or freelance?
Yes
No
If you answered 'yes' please estimate your annual earnings from this part-time/freelance work
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Your Final Salary Pension
Estimated Pension Transfer Value CETV
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
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?
What is your reason for completing this form? What are you hoping to achieve from this investigation?
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Partner and dependents
Please fill this section in if you have a partner, children or anyone else who is financially dependent on you.
Number of Children and their ages
Are you Married or in a Civil Partnership?
Yes
No
Spouse's age
When does your Spouse/Partner plan to retire (year)
When your Spouse/Partner retires do they plan to work part-time or freelance?
Yes
No
If you answered 'yes' please estimate their annual earnings from this part-time/freelance work
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Work, Income & Pensions
Occupation (including Job title)
Income per annum
leave blank if not applicable
Spouse's Occupation (including Job title)
Spouse/Partner Current Annual Salary
leave blank if not applicable
Are both you and your partner eligible for the State Pension?
Yes
No
Don't know
How much is your State Pension entitlement worth per year?
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 £8,767.20 a year or £168.60 a week.
How much is your partner's State Pension entitlement worth per year?
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 £8,767.20 a year or £168.60 a week.
Other Pensions for you and your partner (including value and current contribution amount)
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Your Assets and Liabilities
Do you own your own home
Yes
No
House Value, Mortgage Type, Outstanding Mortgage amount & Repayment term
What is the value of any outstanding loans / debt/ credit agreements e.g. cars, credit cards, finance etc ?
If zero, leave blank
If not repaid by retirement age, how do you plan to repay?
e.g. Savings, pension, downsize etc...
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
Other large expenditure in the next 5 years e.g. school/university fees, home improvements, big holidays etc
Do you have any of the following:
Savings Account
Cash ISAs
Investments (non-property)
Property
Premium Bonds (National Savings)
If so, what is their value?
Other sources of capital i.e. business sale, inheritance etc
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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Your Retirement Plans
Desired Retirement Age (You)
Desired Retirement Age (Your partner)
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.
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)
Are you planning any big purchases when you retire? e.g. new car, world cruise, home improvements
Yes
No
Estimate the cost of these purchases...
Important information
Once you submit your answers we will contact you to arrange a no-obligation initial consultation where we will discuss the process and your individual circumstances in detail. It is important that you DO NOT opt out of your pension until you have received expert advice AND a positive recommendation to do so from a qualified Pension Transfer Specialist. We will not undertake a Final Salary Pension Transfer where we have not issued a personal recommendation. Final Salary Pension Transfers are irreversible and MAY NOT be in your best interest. You should be in full receipt of all of the facts before you make a decision.
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