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Pension Assessment

To start your pension assessment – fill in our form below.

We will then contact you to discuss the next steps and outline your options before we proceed.

Please note, this service is only available to residents of the UK.

Full Name*
Previous Name
Current Address*
Street Address Address Line 2 City Postcode
Previous Address
Street Address Address Line 2 City Postcode
Policy holder's date of birth*
National insurance number*

Found on your payslip, P60 document or letters about tax, pensions or social benefits. If you can't find your National Insurance number click here.
Telephone number
Mobile telephone number*
Email address*
Number of current pension providers*
Pension company 1*
Estimated fund value 1
Policy number 1
Pension company 2
Estimated fund value 2
Policy number 2
Pension company 3
Estimated fund value 3
Policy number 3
Pension company 4
Estimated fund value 4
Policy number 4
Pension company 5
Estimated fund value 5
Policy number 5
Marketing preferences*
We’d love to send you information on pensions and the latest news from Pension Works by email, post, SMS or phone. We’ll always treat your personal details with the utmost care and never sell or forward to any other companies.
- by email
- by telephone
- by text message
- I would prefer not to be contacted
Terms of business*
We want you to know exactly how our service works and why we need your details. Please read through our terms of business (opens in new window) before ticking the accept box and submitting your form.
- I accept the terms of business
Signature*
Must be the policy holders signature. Please sign above using your mouse, or your finger if you're using a mobile or tablet.
You can clear the signature field by clicking the refresh button below the signature box.

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Pension Assessment

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