Request for a statement of your workplace or personal pension (Great Britain)

When to use this document

• ·You have an old workplace pension from a previous job in England, Wales or Scotland and want to know what it is worth.
• ·You moved house and the pension provider still writes to your old address.
• ·You are getting close to retirement and want a statement of your benefits.
• ·You are thinking of moving your pension and need its transfer value.

What you fill in

The details the document asks for.

• ·Sender
• ·Sender's address
• ·Town or city
• ·Sender's postcode
• ·Date
• ·Provider
• ·Provider's address
• ·Recipient's postcode
• ·Name of the pension scheme or plan
• ·Policy number
• ·National Insurance number
• ·Date of birth
• ·Information requested
• ·Email

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