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.
Before proceeding you must read and agree to our Client Service Agreement for Pension Scheme Members.
Firm Profile and Regulatory Status Wingate Benefit Solutions was established in 1999 and is a client focused employee benefit consultancy. We are ISO9001 and Investors in People ‘Gold’ accredited.
We work in partnership with organisations and their employees to provide employee benefit advice and scheme management services across a comprehensive range of employee benefit schemes, including company pension arrangements.
Regulatory Status Wingate Benefit Solutions is a trading name for WFS Consulting Ltd which is registered in England No. 3872950. The registered office is Quadrant House, 61/65 Croydon Road, Caterham, Surrey CR3 6PB.
Wingate Benefit Solutions and WFS Consulting Ltd are authorised and regulated by The Financial Conduct Authority (FCA), 25 The North Colonnade, Canary Wharf, London E14 5HS. Our FCA registration number is 191531.
We are able to act on your behalf in advising you on investments and pensions. Our permitted business includes advising on and arranging pensions. You can check this on the FCA’s register by visiting the FCA website do or by contacting the FCA on 0845 606 1234.
We provide a restricted advice service. Restricted advice means we will only consider investments from a limited range of products and/or providers. Different firms are restricted in different ways and the nature of our restriction is that we will only consider your employers pension scheme and our advice is therefore restricted to a limited range of products (pension plans) and providers (your current employer pension scheme provider).
We will advise and make a recommendation for you after we have assessed your needs.
An essential part of our advice process in relation to your company pension is an assessment of your attitude to investment and other risks. This enables us to recommend a suitable investment strategy or consider the suitability of any existing investment fund selection.
There are 13 questions which are designed to assess your thoughts when making financial investment decisions. There are no right or wrong answers and please answer every question, even if you feel it doesn’t really apply to you.
We would refer you to our privacy statement which explains how we use any personal information we collect about you.
The information you provide on this questionnaire will be stored securely on our company server for a minimum period of 90 days. A copy of your submission will be exported by us through our website for processing and stored on our secure internal systems.
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.
Before proceeding you must read and agree both our Client Service Agreement for Pension Scheme Members and Investment Risk Profiling Service Agreement.
Client Service Agreement for Pension Scheme Members Agreement
Retirement Income Review Service Agreement
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
Your message will be sent to:
Strategic Employee Benefit Consultant
Technical Support Team Leader
Technical Support Executive
PA to Managing Director
Group Business Support Manager
Financial Controller and Office Manager
Finance and Office Assistant
Wingate Benefit Solutions is a trading style of WFS Consulting Ltd which is authorised and regulated by the Financial Conduct Authority (FCA no. 191531). WFS Consulting Ltd is registered in England No 3872950. Registration No. 164 3814 07