Pension Switch

The Pension Transfer (Defined Benefits) form should be used if your recommendation contains any of the following safeguarded benefits:

Final Salary
Guaranteed Minimum Pension (GMP)
Reference Scheme Test Underpin (Section 9 2B rights)

Pension Switch

FPA Number FPA number is required, eg FPA123456 – If you are unsure of your complete FPA number, this can be found within your Worksmart contact details section Adviser Name XPLAN Case ID (if available) Please enter the e-mail address where you would like your confirmation e-mail to be sent Adviser e-mail Paraplanner name Paraplanner e-mail address Additional e-mail Client Name Client Postcode Are you currently a Pre-CAS Adviser? Please tick this box if yes.
Product Type
Please enter any further relevant information e.g. additional persons to copy response to

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Business Assurance - Case Check Request Form

Pension Switch