Pension Health Check

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This field is for validation purposes and should be left unchanged.

Get Your Pension Health Check Underway...

We need your name as it appears on your pensions...

Name(Required)

Prefix Legal first name Legal last name

Name confirm

I confirm these are my full & legal first and last names.

And what is your email?

I've double checked my email address

What's your gender?

Your existing pension provider needs it to disclose your details.

Gender

Male

Female

Your date of birth?

You must be at least 18 years old to use our service.

Date of Birth(Required)

YYYY

I've double checked my date of birth

What's your phone number?

Phone main

Phone second

What's your address?

Address

Street Address City County Postcode Country

I've double checked my address

I confirm my address is correct

Great!

Now you can start adding your pension details.

What's your National Insurance number?

Please ensure this is correct, otherwise we won't be able to carry out your Pension Health Check.
You can find your NI number on your P60, payslip or tax return.

NI Number

I've double checked my NI

I confirm this is correct

Add your pensions

Please provide the name of your pension provider(s). If you cannot remember, please include the name of past employers. You can also include your current workplace pension. If you know the actual policy numbers & values, please add them, this information will be needed, if you are unsure, please provide as much information as possible.

Pension 1: Provider

Pension 1: Company/Employer Name

Pension 1: Value (£'s)(Required)

Pension 1: Policy Number

Do you have another pension to add?

This field is hidden when viewing the form

Total Pension Value non currency

Pension 2: Provider

Pension 2: Company/Employer Name

Pension 2: Pension Value (£'s)

Pension 2: Policy Number

Do you have another pension to add?

Pension 3: Provider

Pension 3: Company/Employer Name

Pension 3: Pension Value (£'s)

Pension 3: Policy Number

Do you have another pension to add?

Pension 4: Provider

Pension 4: Company/Employer Name

Pension 4: Pension Value (£'s)

Pension 4: Policy Number

Do you have another pension to add?

Pension 5: Provider

Pension 5: Company/Employer Name

Pension 5: Pension Value (£'s)

Pension 5: Policy Number

Do you have another pension to add?

Pension 6: Provider

Pension 6: Company/Employer Name

Pension 6: Pension Value (£'s)

Pension 6: Policy Number

Do you have another pension to add?

Pension 7: Provider

Pension 7: Company/Employer Name

Pension 7: Pension Value (£'s)

Pension 7: Policy Number

Do you have another pension to add?

Pension 8: Provider

Pension 8: Company/Employer Name

Pension 8: Pension Value (£'s)

Pension 8: Policy Number

Do you have another pension to add?

Pension 9: Provider

Pension 9: Company/Employer Name

Pension 9: Pension Value (£'s)

Pension 9: Policy Number

Do you have another pension to add?

Pension 10: Provider

Pension 10: Company/Employer Name

Pension 10: Pension Value (£'s)

Pension 10: Policy Number

Total Pension Value

Please note, if your Total Pension Value is below £50,000 we are unable to assist with this further. If you believe your Total Pension Value is above £50,000, please make sure you complete all Pension Value fields, even if they are just estimated values.

Do you have another pension to add?

Oops! We've ran out of options, but don't worry! If you have more pensions to add, please do so in the 'supporting information' box at the end of the form.

Your signature

Signature

Most providers require a signature and a letter of authority to release pension information. If you request Pensions Advice UK to trace your pensions on your behalf, by signing you are authorising Pensions Advice UK to use your signature electronically and/or physically on a letter of authority. Please use your finger or a stylus in the box above.

Anything to add?

Use the box below to add any other details you feel may be relevant.

Additional Information

Declaration

I declare this information is accurate to the best of my knowledge. I consent to be contacted by Pensions Advice UK and for my details to be passed to a qualified IFA firm who will contact me regarding my pensions, as per our privacy policy.

Consent(Required)

I agree(Required)

Unfortunately, you cannot submit this form unless your pension values add up to more than £50k or more. Please go back and add further information to qualify

Some of the key benefits of a Pension Health Check may include:

The opportunity to receive a second opinion on your existing pension savings from a qualified adviser
Understanding whether your current pension arrangements may include unnecessary or high charges
Access to a whole-of-market review, where appropriate, carried out by an authorised adviser
Clear guidance on your options to help improve your retirement planning
A detailed review of your existing pension arrangements by a regulated firm
Independent advice provided by an FCA-authorised financial adviser
Support in understanding whether consolidating pensions may be suitable for your circumstances
A personalised report provided by the authorised adviser outlining their findings and recommendations
Assistance with identifying any existing or historic pension arrangements as part of the advice process

Pension Health Check

Get Your Pension Health Check Underway...

And what is your email?

What's your gender?

Your date of birth?

What's your phone number?

What's your address?

Great!

What's your National Insurance number?

Add your pensions

Your signature

Anything to add?

Declaration

Some of the key benefits of a Pension Health Check may include:

External links

Healthy & safe

Speak to Someone about Pension Pie

Free Pension Tracing (Over £75k)