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Checklist Form
Step
1
of
4
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Answer Each of the 9 Questions: Questions 1 to 3:
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Q1: Do you have a Personal Pension or Defined Contribution pension of some sort?
*
If you are unsure, click Yes.
Yes
No
Q2: Do you have a Final Salary or Defined Benefit or Career Average Revalued Earnings pension of some sort?
*
If you are unsure, click Yes.
Yes
No
Q3: Are you a member of a Public Sector Pension Scheme?
*
If you are unsure, click Yes.
Yes
No
Q4: Are any of your pensions in payment?
*
If you are unsure, click Yes.
Yes
No
Q5: Are any of your pensions in Income Drawdown of some sort?
*
If you are unsure, click Yes.
Yes
No
Q6: Will you retire and take benefits from any of your pensions imminently?
*
If you are unsure, click Yes.
Yes
No
Q7: Have you ever transferred benefits from one pension scheme to another?
*
If you are unsure, click Yes.
Yes
No
Q8: Do you have an imminent Court Hearing?
*
If you are unsure, click Yes.
Yes
No
Q9: Do you want to have guidance on wording for a Letter of Instruction?
*
If you are unsure, click Yes.
Yes
No
Q10: Chose Yes to Include A Guide to Data Collection and Timescales
Yes
How would you like to receive your checklist?
*
Download it
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Your email address
*
We only use your email address to send your completed checklist.
Collins Pension Actuaries
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