Pension tracing checklist
Checklist for pension advisers
For pension advisers who want people approaching retirement on their list before they have a full picture.
Template pack
The pension review agenda
How to use this template pack
Send this with the meeting confirmation. Clients who arrive prepared make better use of the hour, and you keep a clear record.
What is inside
Set upName: [name].
The pensions you holdProvider: [name].
The income you wantIncome needed each month: [figure].
Questions to askQuestion 1: [question].
What was agreedTopics covered: [topics].
Compare pensions side by sidePut your pensions in one table so the differences stand out.
The follow up list1.
Three title ideas for your own version
The pension review agenda
A pension review meeting template
Prepare for your pension review in one page
Where to promote it
LinkedInyour websiteyour client welcome packretirement seminars
Why give clients a review template?
A review goes better when both sides prepare. A ready template saves time and shows you care about the detail.
Make this template pack 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.
Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.
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