A free printable resource

A new job.
Keep your pensions in view.

Keep the paperwork clear before you leave and when you start. No account or email needed. Ticks stay on this page only and clear when you reload.

Download blank text checklist

Print includes your current ticks. The text download is a blank copy to keep and fill in yourself.

Before you leaveKeep the old scheme name, reference and official contact details somewhere secure.Save your latest statement and relevant payslips before losing access to work systems.Ask payroll when the final pension payment should reach the scheme; note any unresolved query.

Keep the old record in viewCheck that the old scheme has your current contact details and a personal email address you can access.Ask the scheme what leaving means for your membership, including any short-service rules or benefits linked to employment.Keep a dated note of questions, replies and anything still unconfirmed. Leaving a job is not the same as cashing in a pension.

When you start the new jobAsk the new employer which scheme applies, when membership starts and where to find its documents.Keep new and old scheme references separate, even if both employers use the same provider.Compare the first relevant payslip with the new scheme record; ask payroll about missing or unclear payments.

A question still open?

Keep a dated note of who you contacted, what they said and the next step. Store your records securely; this page does not collect them.

An administration checklist, not a recommendation to transfer, combine or leave a pension. Scheme rules and your circumstances matter; ask the scheme about your own record. General information, not financial advice.

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What happens to a pension when you change jobs?

Use the blank enquiry timeline or organise your employment history.

Official guidance

Prepared and source-checked 9 October 2026.

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