ALL PENSIONS — CHANGING JOBS PENSION CHECKLIST
Blank checklist. Download does not include ticks made on the website.
Keep completed copies secure; do not include passwords or identity-document copies.

BEFORE YOU LEAVE
[ ] Keep 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 VIEW
[ ] Check 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 JOB
[ ] Ask 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.

Questions to follow up: ____________________________________
Reply / date / next step: ____________________________________

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.
Sources checked: 2026-10-09
GOV.UK: changing jobs and taking leave: https://www.gov.uk/workplace-pensions/changing-jobs-and-taking-leave
MoneyHelper: pensions after leaving a job: https://www.moneyhelper.org.uk/en/pensions-and-retirement/building-your-retirement-pot/what-happens-to-your-pension-money-and-benefits-when-you-leave-your-pension