Welcome to your Retirement Income Review Questionnaire


Key to the success of your company pension and your retirement planning in general is understanding the potential retirement benefits your pension(s) could provide. Once you have a realistic projection of these benefits you will be in a position to decide what action (if any) you will need to take regarding future contributions to give you more chance of reaching your retirement income goals.
The more information you provide on this questionnaire the more realistic and useful your retirement income report will be. If you don't have a specific retirement income 'goal' then as a starting point please consider the minimum amount of income in today's terms you think you'll need in retirement and use that.


  • Client Service Agreement for Pension Scheme Members documentation
  • Please use your full name and avoid using nicknames or shortened versions of your name
  • This should be in the following format e.g. 15th March 1970 should be shown as 15/03/1970
    MM slash DD slash YYYY
  • We will use this email address to send our Retirement Income Report to you. Due to the personal information contained within this report, we recommend you provide us with a personal email address not your work address. We will not be held liable for this information being accessed by anyone other than yourself as the intended recipient.
  • This is your salary before any tax is deducted
  • You do not actually have to retire from work to access your benefits. They are accessible from age 55 onwards.
  • Please provide a gross annual figure e.g. £10,000 per annum

  • State Pension Estimate

    We strongly recommend that if you do not already have one, you obtain a state pension forecast. This will provide you with an estimate of when and how much you may receive from the government.

    This can be obtained from The Department of Work and Pensions (DWP) website via the following link: www.gov.uk/state-pension-statement

  • This will be confirmed on your State Pension forecast. You can also find this out here: www.gov.uk/calculate-state-pension/y/age
  • This will be confirmed on your State Pension forecast. If you want us to simply use the current Basic State Pension of £129.20 per week (19/20) please input this figure.

  • Other Pension's

  • Please insert name of the pension provider e.g. Standard Life, Aviva etc If it's a Final Salary (aka Defined Benefit) scheme benefit please insert the employer's name.
  • This can be found on your latest statement or by calling your existing pension provider. If it is a Final Salary (aka Defined Benefit) arrangement please provide the Annual Income. This will be shown on your deferred benefit statement. If you want to email us a copy of any statement please do so to corp-support@bridgehead.org.uk quoting your full name and the name of your employer. If you want us to use an estimate of the value please provide that figure instead.
  • Please use the following format dd/mm/yyyy

  • Other Pension's

  • Please insert name of the pension provider e.g. Standard Life, Aviva etc If it's a Final Salary (aka Defined Benefit) scheme benefit please insert the employer's name.
  • This can be found on your latest statement or by calling your existing pension provider. If it is a Final Salary (aka Defined Benefit) arrangement please provide the Annual Income. This will be shown on your deferred benefit statement. If you want to email us a copy of any statement please do so to corp-support@bridgehead.org.uk quoting your full name and the name of your employer. If you want us to use an estimate of the value please provide that figure instead.
  • Please use the following format dd/mm/yyyy
  • Please provide us with details of any other pensions you have or further information about you and your retirement goal(s) that may help us when producing your estimated retirement income report