Chapter 3.13 - Property, assets, and debts

Pensions and PPF compensation

Add every pension or PPF compensation entitlement except basic State Pension.

In progressAwaiting solicitor approval7 minForm E 2.13

Complete one entry for each pension or PPF entitlement.

Pension arrangements 1

Pension provider or PPF Board name

Pension provider or PPF Board address

Find address

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Address line 1

Address line 2 (optional)

Town / city

County (optional)

Postcode

Country (ISO)

National Insurance number

Scheme/reference number

Type of scheme

Occupational, personal, final salary, money purchase, additional state pension, PPF, other.

Date CE/PPF/additional state valuation calculated

Is it in payment or drawdown?

CE/PPF/additional state pension value

If reduced CE, quote unreduced value or explain

Is PPF compensation capped?

Why we need thisShow

Pension rights are often among the largest family assets.

Documents that helpShow