- 1 - Getting Started
This is What You Need Before You Get Started
In the next
few pages, you will be asked questions about your pension and
investment savings, including your state pension entitlement.
Ideally, to get the most out of this planner, you should get the
following before starting.
Get an up to date state pension statement. You can get one
sent to you by post by ringing the Pension Service's forecasting
team on 0845 300 0168. Alternatively, you can get one online
by clicking here.
Get an up-to-date benefit statement. If you do not have one,
contact your scheme administrator.
If you have been a member of a former employer's pension scheme
you will need to have the leaver's statement issued to you when you
left. If you cannot locate a copy, now is a good time to ask the
scheme for an up-to-date quote.
Other Investments and Savings
Get an up-to-date value of your fund or holding.