Pensions Plans Defined Contribution Plans (Personal Pensions, Auto Enrolment etc) Individual Employer Policy Type Start Owner Provider Policy Number Contribution Contribution/ Current Value E.g. PP, SIPP Date / Frequency Frequency £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ Notes /Soft Facts Please provide any additional details about these policies, such as if benefits have been taken, any protected tax free cash/pension age that may be in place, Guaranteed Annuity Rates, Guaranteed Minimum Pension rights, Guaranteed Bonus Rates etc.
Pensions Plans Defined Contribution Plans (Personal Pensions, Auto Enrolment etc) Owner Provider Policy Number Policy Type E.g. PP, SIPP Start Date Individual Contribution / Frequency Employer Contribution/ Frequency Current Value £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ £ Notes /Soft Facts Please provide any additional details about these policies, such as if benefits have been taken, any protected tax free cash/pension age that may be in place, Guaranteed Annuity Rates, Guaranteed Minimum Pension rights, Guaranteed Bonus Rates etc.
Fact-Find-COREv1.2.docx