You should see a thank you message and a prompt to start entering your pension history
How was this arrangement originally set up?
Click on one of these
For example, if you had a company scheme click the first button. These would be arrangements which employers set up on their employees' behalf. This would include the type of schemes where the pension provider would correspond directly with you.
Pensions which have not been set up by an employer are those arrangements which you've approached a company, bank or financial adviser to arrange. Click the second button to input details of any of these arrangements you may have.
Note: if you're in any doubt as to which category your pension falls into then drop us an email to support@whatsmypension.com.
Trading name - this may or may not be applicable. This is needed where the company you worked for actually operated under a different name. Only complete it if you know that was / is the case.
Nature of Business - this is asked for to help trace pension arrangements set up by companies which have gone out of business. For example, it may have been a catering company or a clothing company. However nature of business may not be applicable in all circumstances for example if the employment was public sector. Only complete if you think this is applicable.
Last known address - please complete as fully as you're able. You may no longer know the address. If this is the case, then just complete as much as you're able such as the town where you worked for this company.
Telephone number of employer - again you may not know this so leave blank if not known.
Date employment started - if you do not remember this then just input an approximate date which should help us trace your arrangement.
Is this your current employer? - do you still work for this employer? Leave blank if you no longer work for them.
Date employment ended - again, input an approximate date if you do not remember exactly.
Membership or policy number - this is usually a number which is given to you as a member of a pension scheme. It helps identify you so please input this if you have it, otherwise leave blank.
Did you pay any additional contributions (AVCs)? - additional voluntary contributions are contributions which you pay in addition to those you pay to the main pension scheme. They would always be identified separately and are typically paid to another company which looks after these on behalf of the main scheme.
Which company administered this scheme? - please input this if you know otherwise leave blank.
Address of administrators - please input this if known otherwise leave blank.
Any other notes - if there are any other details which you think may help us track down your pension arrangements then just pop them in here. For example, your job role, (such as teacher).
Name of arrangement - This is the title of the arrangement such as "The ABC Personal Pension Plan".
Membership or policy number - this is usually a number which is given to you as a member of a pension scheme. It helps identify you so please input this if you have it, otherwise leave blank.
Who was this arrangement with? - input the name of the company who administers the arrangement (such as Legal & General, Aviva etc). This may not always be the same company or person who you went through to set it up.
Last known address of Administrator - this is the address of the company which administers the arrangements. Please input this if known otherwise leave blank.
Date you started this arrangement - this is the date that the arrangement started. If you don't know or are unable to find out then try to put an approximate date.
Are you still contributing to this scheme? - if you are still paying towards this pension then input yes, otherwise no or don't know.
Date you stopped contributing to this arrangement - this is the date that you stopped paying into the arrangement. If you don't know or are unable to find out then try to put an approximate date otherwise leave blank.
Any other notes - if there are any other details which you think may help us track down your pension arrangements then just pop them in here.
When you have finished entering this arrangement:
When you have finished adding all your arrangements, these are summarised on the "Summary of Pension Details" page.
From here you can edit or remove any of them. You can also print all your details.