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Cheat sheet

Pension words in plain English

How to use this cheat sheet

Put this on your website or give it to people at a first meeting. Readers who save it come back to you when the next letter arrives.

What is inside

Types of pensionDefined contribution. A pot of money built from what goes in and how it grows.
Putting money inContribution. Money paid into a pension by you, your employer or both.
Taking money outNormal minimum pension age. The earliest age most people can take pension money without a penalty.
Costs and chargesAnnual management charge. A yearly percentage taken from your pot to run the investments and the plan.
Words that sound alikePension provider
Questions to bring to a meetingWhat do I have: Bring a list of every pension with a provider and a recent figure.

Three title ideas for your own version

Pension words in plain English
A pension jargon buster
What your pension letter really means

Where to promote it

LinkedInyour websiteretirement seminarslocal community groups

Why give people a pension jargon sheet?

Pension letters use terms nobody explained. A short glossary is something people keep, and it shows you explain things plainly.

Make this cheat sheet your own

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