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Business Assurance - Case Check Request Form
Pension Transfer (Defined Benefits)
Pension Transfer (Defined Benefits)
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
-- Select Product --
Occupational Scheme
Personal Pension
SSAS
Section 32
Stakeholder
xxx - Other - Please add to additional information section
CETV Value
CETV Expiry Date
If the CETV has expired at the date of submission, please click to confirm that you have confirmation in writing from the scheme trustees that they will not transfer if the value is lower without contacting you first (Please do not submit for checking if this in not in place).
Please enter any further relevant information e.g. additional persons to copy response to
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