SALES ENQUIRIES

01892 669494

sales@selectapension.com

SYSTEM SUPPORT

01892 669495

support@selectapension.com

Client Data Gathering Templates

 

These Client Data Gathering Templates are useful aids for gathering data before inputting into the system.
 

The documents will open in Microsoft Word, and can then either be edited, saved to your computer or printed.

 

Final Salary Transfer Value Analysis form

Money Purchase Transfer Value Analysis form

Additional Money Purchase Transfer Value Analysis form

Retirement Planning Wizard form

Provider Comparison form

Drawdown Transfer Value Analysis - Crystallised Form

Drawdown Transfer Value Analysis - Uncrystallied Form

Bespoke Plan Charge Form