Pension tracing checklist
Checklist for pension advisers
For pension advisers who want people approaching retirement on their list before they have a full picture.
Worksheet
What your pensions could pay you in retirement
How to use this worksheet
Share it with people who know their pot sizes but not their income. Seeing the yearly figure and the gap opens a conversation about advice.
What is inside
Work out your figurePension pots added together
What changes the figureThe share you take: Higher now can mean less later.
Ways to close a gapWork a little longer
If the figure is well shortCheck the state pension forecast. Gaps in your record can sometimes be filled.
Using your figurePut in your rough figures.
Three title ideas for your own version
What your pensions could pay you in retirement
The retirement income worksheet
Work out your retirement income gap
Where to promote it
LinkedInlocal business groupsretirement seminarsa follow up message after a first call
What goes in a retirement income worksheet?
A calculator for income from pots, total yearly income and the gap, then what changes the figure, ways to close a gap and a plan for the next month.
Make this worksheet 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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