Defined Benefit Pensions (e.g. Final Salary) Expected Any (Expected) Are you Expected/ Scheme Spouse’s Death /Received Owner Employer Scheme Name benefits an Active pension Received Tax Retirement Years’ In service Annual age Service Member taken? on Death Free Cash Pension Y N Y N C1 C2 £ % £ £ Y N Y N C1 C2 £ % £ £ Y N Y N C1 C2 £ % £ £ Y N Y N C1 C2 £ % £ £ Notes
Defined Benefit Pensions (e.g. Final Salary) Owner Employer Scheme Name Scheme Retirement age (Expected) Years’ Service Are you an Active Member Any benefits taken? Death In service Spouse’s pension on Death Expected/ Received Tax Free Cash Expected /Received Annual Pension C1 C2 Y N Y N £ % £ £ C1 C2 Y N Y N £ % £ £ C1 C2 Y N Y N £ % £ £ C1 C2 Y N Y N £ % £ £ Notes
Fact-Find.docx