Section 9

Pension assets

Workplace and personal pensions. CE/CETV figures are often from annual statements — use the most recent you have.

In progressAwaiting solicitor approval10 minES2 – pensions

One row per scheme or pot.

Pensions 1

Member

Scheme / provider name

Type (e.g. defined benefit, defined contribution)

CE / CETV (your figure)

Valuation / statement date

Why we need thisShow

Pensions are treated separately on ES2 and often require actuarial input later.

Documents that helpShow