Please enter details of all company sponsored pension schemes. Additional Voluntary Contributions, Free Standing Additional Voluntary Contribution policies, Personal Scheme Transfers, Buy-Out Bonds, Personal Pension policies and Retirement Annuity policies in this section.

Arrangement 1 Arrangement 2 Arrangement 3

Scheme name, if appropriate ____________ ____________ ____________

Name and address of Pension

Scheme Trustees, if appropriate ____________ ____________ ____________

Pension provider/investment

manager ____________ ____________ ____________

Type of arrangement (eg. Final

Salary/Money Purchase/Personal

Pension) ____________ ____________ ____________

If final salary, state accrual rate

(eg. 1/60^th) ____________ ____________ ____________

Unit linked/With profits/

Deposit ____________ ____________ ____________

Commencement date ____________ ____________ ____________

Policy/member number ____________ ____________ ____________

Date pensionable service

commenced ____________ ____________ ____________

Normal retirement age ____________ ____________ ____________

Current pensionable salary ____________ ____________ ____________

Contracted-In/Contracted-Out

of SERPS? For which years? ____________ ____________ ____________

Contributions payable by:

Employer ____________ ____________ ____________

Employee (actual payment) ____________ ____________ ____________

Frequency of contributions

(eg. Monthly/annually/single) ____________ ____________ ____________

Has a transfer value been paid

If yes, how much? ____________ ____________ ___________

Current fund value, if

Appropriate ____________ ____________ ___________

Arrangement 1 Arrangement 2 Arrangement 3

Current fund value, if appropriate _____________ _____________ _____________

Projected benefits at normal

retirement age:

Tax free cash sum _____________ _____________ _____________

Pension _____________ _____________ _____________

Current death benefits _____________ _____________ _____________

Other notes (including details of

arrangements written under

trust and nominated

beneficiaries) _____________ _____________ _____________

Please supply any relevant pension documentation available.

Loan 1 Loan 2 Loan 3

Lender ______________ _______________ _______________

Account Reference Number ______________ _______________ _______________

Original loan amount £ ____________ £ _____________ £ _____________

Date taken out ______________ _______________ _______________

Amount outstanding £ ____________ £ _____________ £ _____________

Term of loan ______________ _______________ _______________

Anticipated repayment date ______________ _______________ _______________

Type of mortgage/loan (eg.

Pension, endowment, PEP,

capital repayment, interest

only) ______________ _______________ ______________

Interest rate – Fixed/variable ______________ _______________ ______________

Monthly payments £ ____________ £ _____________ £ ____________

Please supply details of which loans are covered against sickness/accident, redundancy or death and the type of cover

Please supply details of security provided for each loan

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