Information you will need

Information you will need

There are two types of information we’ll need from you.

The first is a summary of your pension savings and the second is an understanding of your medical history.


What information will I need to provide?

Pension savings:

  • Pension provider, policy number and the value for each pension you have (for instance you may have a different pot with each employer you have worked with)
  • State pension entitlement if you aren’t already receiving this (it can take up to six weeks to find this out)

Current health, medical history  and lifestyle:

  • Prescription medications
  • Diagnosed medical conditions
  • Operations and recent trips to Accident & Emergency

Other things to consider:

  • What provisions have you made for your partner or dependants after your death?
  • Do you want to protect your retirement income against inflation?

Not sure you'll remember all of this? Why not print off a copy of this page so you can pull the information together at a pace that suits you.

Here to help

01737 233413

We're here 9am - 8pm
Monday to Friday

Contact us >