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1.1 - Personal Details

These questions will help us understand your personal situation.

We ask for your height and weight statistics to help us understand if you would benefit from an Enhanced Annuity. We will ask further health questions during your Fact Find call.

1.2 - Family and Dependants

This section should be completed if you have children and/or financial dependants.

2.1 - Your Employment Details

Please complete this section to the best of your knowledge.

2.3 - Income Details

It is important that we understand all the sources of income coming into your household.

3.1 - Savings and Investments

Please state all of your non-pension savings and investments. This can include cash in the bank, ISAs, Premium Bonds etc.

3.2 - Asset Details

Please list any major assets you own, such as your main residence, buy-to-let, businesses etc.

3.3 - Life Insurance

If you or your partner currently hold any life insurance, either through work or privately, please list them here.

3.4 - Mortgages

Please list any mortgages you have with outstanding balances – e.g. main residence, second home, buy-to-let etc.

3.5 - Liability Details

You must list every liability that your and your partner currently have, for example:

  • Debts
  • Loans
  • Hire purchasing agreements

4.1 - Retirement Planning

This section asks you about your plans for retirement.

4.2 - Death Benefits

This section asks you to consider what pension benefits will be needed in the event of your death.

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Pension Works - Client Fact Find

Date of Birth:

Welcome to the Pension Works Customer Fact Find

This is an essential step in our advice process. The information you provide here will be used by your adviser to help form the basis for our advice on your pension transfer.

The questions here have been specifically designed to help your adviser provide advice that meets your needs. If, for any reason, you decline to answer any or all of the questions or if you fail to provide true and accurate information to the best of your knowledge, the advice given subsequently may not be best advice, as it can only be based on the information provided.

Our recommendation for filling in this form would be to approach it in stages and save your progress regularly.

Gross salary is the amount you are paid prior to any deductions. The amount you receive in your bank account is known as the net amount.
If you're married or in a civil partnership, you may be entitled to a £1,220 tax break called the marriage tax allowance. The marriage tax allowance allows you to transfer £1,260 of your personal allowance (the amount you can earn tax-free each tax year) to your spouse or civil partner if they earn more than you. One of you needs to be a non-taxpayer and the other partner needs to be a basic rate taxpayer. Higher or additional-rate taxpayers aren't eligible for this allowance.

Example Mortage

Mortage 1

Please fill in all the highlighted fields.

Your Retirement Planning

Fact Find Completed

You have now completed the Pension Works Client Fact Find.

Please take this moment to review the information you have submitted using the navigation buttons below.

If you are happy with the information provided, simple close this page and our team will be in touch soon regarding the next steps.

Fact Find Completed

You have completed the Pension Works Client Fact Find and we have all the information we require from you at this time.