0808 164 2664

Start Your Pension HealthCheck

You need to be confident that your pension will support you after you retire. Do you know the current value of your pension and what income it would provide you with when you retire? It is surprising how many of us don't, but help is at hand with a Pension HealthCheck.

To get started we need to ask you a couple of questions and gather some details about you and your pension(s). The more information you can give us the better as this can speed up the Pension HealthCheck process.

Do you have a private pension?

We now need to ask you a couple of questions regarding your pension and its current value. This will help us to quickly identify if we can help with your retirement plans. If you have any questions regarding the form, please feel free to contact us on 0808 164 2664 or email info@pensionworks.co.uk

Are the combined values of your pensions above £30,000?

The value of your pension pot can have an affect on the Pension HealthCheck and pensions under the value of £30,000 and fees normally outweigh the benefits in performance of a moving your pension.

Starting your application

To provide you with a free, no obligation Pension HealthCheck we need to have your written authorisation to contact your current pension provider to gather the relevant information. 

We’d love to send you information on pensions and the latest news from Pension Works by email, post, SMS and phone. We’ll always treat your personal details with the utmost care and never sell or forward to any other companies.

Do you know the name of your pension providers?

Your previous employer details

If you don't know the name of your pension providers, don't worry we can still help. You will need to complete the employment history form.

For each job where you've been employed for longer than a 12-month period of employment (full or part-time) and paying into a workplace pension we will need the below information.

 

Employer details

Letter of Authority

The Letter of Authority will give us the authorisation to contact your current pension provider and gather the information we require for you Pension HealthCheck, this does not give us the authority to make any changes to your current policy. We will need one Letter of Authority for each pension provider.

Pension provider

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We have received your Pension HealthCheck application

A member of the team will contact you shortly

Sorry we cannot help at this time

Sorry, due to the answers given to the pre-qualifying questions, we do not believe we would be able to help with your pension. For the Pension HealthCheck, clients are required to have at least one Private Pension and the pension fund value to be over £30,000.

We would still like to keep in touch regarding your retirement, so please feel free to fill out the contact form below.

We’d love to send you information on pensions and the latest news from Pension Works by email, post, SMS and phone. We’ll always treat your personal details with the utmost care and never sell or forward to any other companies.

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