Pension Review Questionnaire

After receipt of your completed questionnaire we will meet with you to review your existing benefits, objectives and requirements, and then provide a full report outlining your options and our advice. Cost - £500 (+VAT).

Alternatively, if you would like to:

  • be sent a questionnaire or
  • talk to one of our advisers about our services to Companies / Partnerships or
  • attend an 'A'; Day seminar

Please telephone our helpline on 0870 850 3019 or email pensions@psfm.com

If you require assistance when completing this form, please call the helpline on 0870 850 3019.

Personal Details

Name: Please enter your full name
Date of Birth:
 
(DD/MM/YYYY)		 Not a valid date of birth
Current Position:
Current Salary:
Martial Status:
DOB of Spouse:
(If applicable)
(DD/MM/YYYY)		 Not a valid date of birth
Address: Please enter your full address
Postcode: Please enter your postcode
Telephone:
Mobile:
Email: Please enter your email address
Not a valid email address

Information About Existing Arrangements

You may be entitled to pension benefits from one or more of the following type of pension arrangements:-
  • Final salary occupational pension scheme
  • Money purchase occupational scheme
  • Personal Pension Plan including Self Invested Personal Pension Plans (SIPPS)
  • Retirement Annuity (Section 226 policy)
  • Deferred benefits in an employer occupational pension scheme
  • Stakeholder pension arrangement
  • Buy-out policy
  • AVC or FSAVC
  • SSAS
  • FURBS or UURBS scheme

For each source of pension provision that you have arising from either your current or other employments and self employments please provide a copy of your most recent benefit statement or a list of policy numbers and providers and letters of authorisation.

A suitable draft letter of authorisation is available by clicking here or on request from our helpline on 0870 850 3019.

Intended retirement date:

Areas of Focus

Please indicate your areas of interest using scale 1-3, where 1 is priority interest and 3 is not interested

I want to manage existing benefits and contributions to not exceed the lifetime limit
I want to review my existing schemes to maximise their benefits under the new rules
I want to retire before 'A' Day
I want to maximise my tax free cash at retirement
I want to look at all the available options and receive advice on a suitable strategy
I want to maximise the investment potential within my pension pots
I want to consider alternative investments e.g. antiques, property etc
I want to look at options on remuneration in light of pensions legislation
Others:

Contact Us

For general enquiries please use the enquiry form
or e-mail us enquiries@psfm.com

For directions to our Offices click here