Questionnaire

Retirement Income Review Questionnaire

Introduction

Welcome to your Retirement Income Review Questionnaire

Key to the success of your company pension and your retirement planning in general is understanding the potential retirement benefits your pension(s) could provide. Once you have a realistic projection of these benefits you will be in a position to decide what action (if any) you will need to take regarding future contributions to give you more chance of reaching your retirement income goals.

The more information you provide on this questionnaire the more realistic and useful your retirement income report will be. If you don't have a specific retirement income 'goal' then as a starting point please consider the minimum amount of income in today's terms you think you'll need in retirement and use that.

11. State Pension Estimate

We strongly recommend that if you do not already have one, you obtain a state pension forecast. This will provide you with an estimate of when and how much you may receive from the government. This can be obtained from The Department of Work and Pensions (DWP) website via the following link: www.gov.uk/state-pension-statement.

12. Other Pension's

13. Other Pension's

Would you like more detail on how we could add value to your employee benefit proposition?