Pension tracing checklist
Checklist for pension advisers
For pension advisers who want people approaching retirement on their list before they have a full picture.
Case study
How a couple brought five pensions together before retiring
How to use this case study
Send it to people near retirement with pensions from old jobs. One story of scattered pots put in order shows what advice changes.
What is inside
Where the couple startedBetween them they had worked for seven employers.
What was done, in orderEmployment history and the tracing service.
What made it workEvery pot found: Before any decision.
The resultsPensions they knew about
What anyone near retirement can copyList every employer: Since your first job.
Three title ideas for your own version
How a couple brought five pensions together before retiring
From five lost pots to one clear plan
What changed when a couple found every pension
Where to promote it
LinkedInlocal business groupsretirement seminarsyour website
What goes in a pension review case study?
One couple from start to finish: the pensions found, what was checked, the choices made pot by pot, the results and what anyone near retirement can copy.
Make this case study your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
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