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Research Pension Report

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Policy Research Questions Answers Note or document page reference
Provider
Scheme name
Plan type
Policy number*
 
Respondent name*
Time and Date*
Document received date
By email
 
Policy Information
Current value*
Current transfer value*
What is set as the target retirement age?
 
Investment Funds*
Fund name
ISIN number
Amount invested £ or % of total
Regular payment amount
Fund charges
Platform charges
Management charges
Adviser charges
Total charges* %
 
How many funds are available?*
Fund List URL
Has the pension been crystalised?*
How much tax free cash has been taken?*
 
Does this pension have:
Protected tax free cash*
Are they lost if transferring away?*
Bonuses*
Are they lost if transferring away?*
Guarantees*
Are they lost if transferring away?*
Protected Benefits*
Are they lost if transferring away?*
Guaranteed Annuity Rates (GAR)*
Are they lost if transferring away?*
 
Does this pension allow:
Partial transfer out*
Transfer In?*
UFPLS*
Flexi access draw down*
Annuity*
Full encashment*
Open market retirement options*
Adviser charging - ad hoc*
Adviser charging - ongoing*

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