Document title
[Your name]
[Address line 1]
[Address line 2]
[Address line 3]
[Postcode]
[Date]
[Pension provider name]
[Address line 1]
[Address line 2]
[Address line 3]
[Postcode]
Dear Sir/Madam
Plan number: [plan number]
Date of birth: [date of birth]
National insurance number: [your NI number]
Plan start date: [enter date plan was started]
I was a member of the [employer name] scheme from [date of joining pension] to [date of leaving pension].
Please let me know: [delete what doesn’t apply to you]
• the current value of my pension
• what contributions have been paid into my plan since it started
• how much pension and tax-free cash the plan is likely to pay out if I take my benefits at [your chosen retirement age]
• details of any changes
• details of any bonuses or rewards available under my plan, and the conditions attached to them
• the transfer value of my plan at [enter date]
• details of any charges for transferring to another pension provider
• details of the funds my pension is invested in
• whether I can change the investment funds, what choices I have, and details of any charges for switching funds
• the death benefits my plan will provide
• whether I’ve nominated anyone for the death benefits to be paid to
• how I nominate the person I want the death benefits to be paid to
• whether the plan includes contracted-out benefits, and the dates I was contracted out
My current contact details are shown above. I would be grateful if you could please update your records and send my annual statements to this address.
Please confirm whether I can access details of my plan online, and how I register for this service.
Yours faithfully
[Your signature]
[Your name]
................
................
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