Checklist Form

Step 1 of 4 - Answer Each of the 9 Questions: Questions 1 to 3:

Q1: Do you have a Personal Pension or Defined Contribution pension of some sort?(Required)

If you are unsure, click Yes.

Yes

Q2: Do you have a Final Salary or Defined Benefit or Career Average Revalued Earnings pension of some sort?(Required)

If you are unsure, click Yes.

Yes

Q3: Are you a member of a Public Sector Pension Scheme?(Required)

If you are unsure, click Yes.

Yes

Q4: Are any of your pensions in payment?(Required)

If you are unsure, click Yes.

Yes

Q5: Are any of your pensions in Income Drawdown of some sort?(Required)

If you are unsure, click Yes.

Yes

Q6: Will you retire and take benefits from any of your pensions imminently?(Required)

If you are unsure, click Yes.

Yes

Q7: Have you ever transferred benefits from one pension scheme to another?(Required)

If you are unsure, click Yes.

Yes

Q8: Do you have an imminent Court Hearing?(Required)

If you are unsure, click Yes.

Yes

Q9: Do you want to have guidance on wording for a Letter of Instruction?(Required)

If you are unsure, click Yes.

Yes

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Q10: Chose Yes to Include A Guide to Data Collection and Timescales

Yes

How would you like to receive your checklist?(Required)

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