Screen 1 – Client Details - Selectapension



Selectapension Defined Benefit Transfer Value Analysis Calculator Data Template

This data template enables you to collect the relevant data needed from the existing scheme in order to run an analysis on the Selectapension Defined Benefit Transfer Value Analysis Calculator.

|Personal Details |

|*Title |Mr |Mrs |Ms |Miss |

| |Sir |Doctor |Other | |

|*Forename | |

|*Surname | |

|*Sex |Male |

| |Female |

|*Date Of Birth |(DD/MM/YY) |

|*Employment Status |Employed |Self Employed |

| |Unemployed |Unknown |

|*Partner’s Date Of Birth |(DD/MM/YY) |

|*Marital Status |Married Partnered Single |

| |Divorced Widowed Civil Partnership |

| |Unknown N/A |

|*Health Status |Normal Poor Good Unknown |

|*Any Dependants |Yes No Unknown |

|*Attitude To Risk |Low Low to Medium Medium |

| |Medium to High High Unknown |

| |Other N/A |

|*Lifetime Limit Protection |Unknown Enhanced Protection |

| |Primary Protection Fixed Protection None |

|*Notes | |

|Scheme Details |

|*Calculation Date |(DD/MM/YY) |

|*Scheme Name | |

|*Total Transfer Value |£ |

|*Transfer Guaranteed Until |(DD/MM/YY) |

|*Money Purchase AVC (Included in Transfer Value) |£ |

|Money Purchase Underpin? |£ |

|*Scheme Contracted Out |Yes No |

|*(If yes) Contracted out Pre 97 |Yes No |

|GMP Cash Equivalent Pre 97 PR Transfer Value |£ |

|Transfer Value to be enhanced by refund of LRP? |Yes No |

|LRP Amount |£ |

|*Contracted out Post ‘97 |Yes No |

|Contracted Out Mixed Benefits (Money Purchase) |Yes No |

|Mixed Benefits Transfer Value (If yes) |£ |

|S9(2B) Transfer Value (If Yes To Contracted Out Post ’97) |£ |

|*Date Of Leaving Scheme |(DD/MM/YY) |

|*Include Commutation for PCLS option |Yes No |

|*Max PCLS as of A-Day (if pre A-Day Service) |£ |

|Do new rules apply if better (i.e 25% of benefit value)? |Yes No |

|Benefit accrual both pre and post A-Day? |Yes No |

|Total Pension as at A-Day |£ |

|Plus Lump Sum if applicable |£ |

|*Scheme Retirement Age | |

|*Desired Age Retirement | |

|*Scheme Funding Status |Fully Funded Deficit Surplus |

|*Overall Funding Position (If Deficit Or Surplus) |(%) |

|*Scheme Status At (DD/MM/YY) |Fully In Force Paid Up Winding Up |

| |

|Retirement Benefits |

|*Benefit Type |Pre 88 GMP Post 88 GMP Excess |

| |Excess (Post 97) Excess(Pre 97) |

| |Cash Sum Bridging Pension |

|*Date |Date of Leaving Calculation Date Retirement Date |

|*Amount |£ |

|*Revaluation in Deferment |Other % 0% CPI CPI* |

| |Disc LPI RPI RPI2.5 |

| |RPI3 S148 S52A |

|Apply Minimum |% |

|Apply Maximum |% |

|*Increase In Payment |Other % 0% CPI Disc LPI |

| |AWE RPI RPI2.5 RPI3 |

|Apply Minimum |% |

|Apply Maximum |% |

|*Guarantee Period |(Years) |

|*Partners % (DAR) |% |

|Additional Benefits |

|*Commutation Factor as at NRA |Ratio : |

|*Early Retirement Age Commutation Factor |Ratio : |

|*Early Retirement Reduction |Percentage Adjustment ( %) |

| |Annual / Total |

| |Having been revalued to age |

| |Pension Amount ( £ ) |

| |Factor ( :1) |

| |Having been revalued to age |

|*Earliest Age without Penalty | |

|*Amount of PCLS |Estimate maximum |

| |Scheme Maximum As at (DD/MM/YY) |

| |PCLS (£ ) |

| |Specify (£ ) |

|*Early PCLS |Estimate maximum |

| |Scheme Maximum As at (DD/MM/YY) |

| |PCLS (£ ) |

| |Specify (£ ) |

|*Partners % calculated on members full pension before commutation|Yes No |

|*Basis of Calculating Revaluation of Excess Pension Benefits |Whole Years Years and Months |

|*GMP Franking |Yes No |

| |

|Death in Deferment Benefits |

|*Benefit Type |Pre 88 GMP Post 88 GMP Excess |

| |Excess (Post 97) Excess(Pre 97) |

| | |

|*Benefit Date |Date of Leaving Calculation Date Retirement Date |

|*Amount | £ |

|*Revaluation in Deferment |Other % 0% CPI CPI* |

| |Disc LPI RPI RPI2.5 |

| |RPI3 S148 S52A |

|*Apply Minimum |% |

|*Apply Maximum |% |

|*Increase In Payment |Other % 0% CPI Disc LPI |

| |AWE RPI RPI2.5 RPI3 |

|*Apply Minimum |% |

|*Apply Maximum |% |

|*Lump sum |Date of Leaving Calculation Date Retirement Date |

| |Amount (£ ) |

| |Revaluation in Deferment: |

|*Apply Minimum | |

|*Apply Maximum | |

|*Return of Members Contribution |Date of Leaving Calculation Date Retirement Date |

| |Amount (£ ) |

| |Revaluation in Deferment: |

|*Apply Minimum | |

|*Apply Maximum | |

|*WGMP Offset Against Return Of Contributions/ Lump Sum |Yes No |

|Existing Scheme - Additional Plan Benefits |

|*Transfer Club Member |Yes No |

|*Early Retirement – Ill Health |Yes No |

|*Dependants Pension (Other Than Spouse) |Yes No |

|*Money Purchase Underpin |Yes No |

|*Pension status Member |Yes No |

|*GPP Member |Yes No |

|*Scheme Under Funded-TV Reduced |Yes No |

|*Scheme Over Funded- TV Enhanced |Yes No |

|*General | |

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