Selectapension Drawdown Transfer Value Analysis Calculator – Uncrystallised Data Template

This data template enables you to collect the relevant data needed from the existing scheme in order to run an analysis on the Selectapension Drawdown Transfer Value Analysis Calculator – Uncrystallised.

Personal Details
*Title / Mr / Mrs / Ms / Miss
Sir / Doctor / Other
*Forename
*Surname
*Sex / Male
Female
*Date Of Birth / (DD/MM/YY)
*Employment Status / Employed / Self Employed
Unemployed / Unknown
*Partner’s Date Of Birth / (DD/MM/YY)
*Marital Status / Married Partnered Single
Divorced Widowed Civil Partnership
Unknown N/A
*Health Status / Normal Poor Good Unknown
*Any Dependants / Yes No Unknown
*Attitude To Risk / Low Low to Medium Medium
Medium to High High Unknown
Other N/A
*Lifetime Limit Protection / Unknown Enhanced Protection
Primary Protection Fixed Protection None
*Notes
Projection Basis/ Pension Status
*Age For Analysis / Proposed age Desired age
*Projection Basis : / Monetary e.g. 5% 7% 9%,
SMPI e.g. 7% Today’s Terms
1 & 3% (Real rates)
*Member of or eligible to join an Occupational Pension Scheme / Yes No Unknown
*Member of or eligible to join a Group Personal Pension Yes, No Or Unknown / Yes No Unknown
*Option to transfer to an Occupational Pension Scheme / Yes No Unknown
*Existing GPP to be used in this analysis / Yes No Unknown
Existing Scheme Details
*Provider Name
*Product Name
*Type / Personal Pension FSAVC
Stakeholder Retirement Annuity
Section 32 Section 32 With GMP
Occupational GPP AVC
*Fund Valuation Date / (DD/MM/YY)
*Fund Value / £
*Transfer Value / £
*Protected Rights included in Transfer Value / Yes No
*(If yes to above) / PRE 97 £ POST 97 £
*Associated Crystallised Fund Transfer Value / £
*Are Regular Contributions Included / Yes No
*If Yes to Regular Contributions / Gross Amount:
Frequency: (Monthly, Quarterly, Half Yearly, Yearly)
Increase Rate: (RPI, AWE or Other)
*Current Death benefits Value
Existing Scheme Details - Projections
*Growth rate Basis (please tick) : / Aggregate Rates
Varying Rates (%)
Varying Rates (£)
*If Varying Rates (%): Fund Name, Split % at Low, Medium and High %
e.g. Name (Fund 1) Split (50%) Low, Medium and High (4%, 6%, 8%)
*If Varying Rates (£): Identify Fund Name, Split £ at Low, Medium and High %
e.g. Name (Fund 1) Split (£50,000) Low, Medium and High (4%, 6%, 8%)
*If Aggregate Rates: The Low, Medium and High% are defaulted to 5% 7% 9%
*Fund Projection Rates (Aggregate) / Low Medium High [ ] [ ] [ ]
*Fund Value / £ £ £
Existing Scheme Details – Funds
You may select the funds in which this plan is currently invested. This will be used to provide comparison of past performance.
*Fund Name / *% Split
Additional Plan Benefits
*Integrated Life Cover: / Yes No
*Waiver of Premiums / Yes No
*Annuity Guarantee / Yes No
*Guaranteed Growth / Yes No
*With Profits Fund, MVA Has Or May be Applied / Yes No
*With Profits Fund MVA Not Applied / Yes No
*General

19/09/12