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What Are The Pensions Documents?

The following list shows the normal types of documents which can be found within a typical employee's Pension File.

  • AVCs - Lump Sum - Forms
  • AVCs - Lump Sum - Payments
  • AVCs - Lump Sum - Quotations
  • AVCs - Lump Sum - Service Confirmation
  • AVCs - Monthly - Contracts
  • AVCs - Monthly - Forms
  • AVCs - Monthly - Others
  • AVCs - Monthly - Quotations
  • AVCs - Prudential- Others
  • Contributions - Absence
  • Contributions - Arrears
  • Contributions - Maternity
  • Contributions - Others
  • Correspondence - General
  • Correspondence - Others
  • Correspondence - Queries
  • Data Reconciliation - Other
  • Data Reconciliation - Payments
  • Data Reconciliation - Queries
  • Data Reconciliation - YE returns
  • Death - Benefit Payments
  • Death - Correspondence
  • Death - Discretionary Benefits
  • Death - Forms
  • Dependants - Changes in details
  • Dependants - Death
  • Dependants - Other
  • Dependants - Trustee submissions
  • Divorce - CETV
  • Divorce - Other
  • Divorce - Pension sharing orders
  • Estimates - Calculations
  • General - Certificates
  • General - Nomination forms
  • General - Other
  • General - Starter and transfer forms
  • Ill health - Applications
  • Ill health - Estimates
  • Ill health - Letters
  • Ill health - Trustee submissions
  • Leaving - Leavers - Correspondence
  • Leaving - Leavers - Forms
  • Leaving - Leavers - Other
  • Leaving - Leavers - Preserved benefits
  • Leaving - Leavers - Refund
  • Leaving - Withdrawal - Correspondence
  • Leaving - Withdrawal - Forms
  • Leaving - Withdrawal - Other
  • Leaving - Withdrawal - Refund
  • Lifetime and Annual Allowance - Calculations
  • Lifetime and Annual Allowance - Correspondence
  • Lifetime and Annual Allowance - HMRC
  • Lifetime and Annual Allowance - Other
  • Original Member Record - Original File
  • Retirement - Benefit estimate
  • Retirement - Benefit payment
  • Retirement - Correspondence
  • Retirement - Final Figures
  • Retirement - Forms
  • Retirement - P45
  • Salaries and Service - CARE - Calculations
  • Salaries and Service - CARE - Forms
  • Salaries and Service - CARE - Queries
  • Salaries and Service - Other - General
  • Salaries and Service - Pensionable Salary - Calculations
  • Salaries and Service - Pensionable Salary - Forms
  • Salaries and Service - Pensionable Salary - Queries
  • Salaries and Service - Scheme Service - Previous service
  • Salaries and Service - Scheme Service - PTSF
  • Salaries and Service - Scheme Service - Queries
  • Salaries and Service - Variable Time - Calculations
  • Salaries and Service - Variable Time - Forms
  • Salaries and Service - Variable Time - Queries
  • Severance - Calculations
  • Severance - Correspondence
  • Severance - Forms
  • Severance - Payments
  • Transfers in - Application forms
  • Transfers in - Other
  • Transfers in - Service confirmation
  • Transfers in - Signed forms
  • Transfers in - Transfer offers
  • Transfers out - General
  • Welfare - General

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