A free practical tool

Make sense of the paperwork.

Choose a type of pension document, then work through the details at your own pace. No account, email or document upload required.

What paperwork are you reviewing?

Tick the details you found. You do not need to type amounts, names, references or identity information.

Opening your checklist…

Paperwork: I’m not sure yet

Keep the basics togetherDocument or forecast dateFind when it was issued and the date its figures describe. These may differ.The official source and contact routeKeep the provider, administrator or government source with the paperwork. Verify a contact before sending information.A private place to keep the paperworkKeep references and identity details in your own secure records. Do not enter or upload them here.

Identify the paperworkPension or benefit typeFind the description on the document or ask its issuer. Leave the type unknown if it is unclear.

Your chosen type and ticks stay in this browser tab. They are not uploaded or saved to an account. Read the matching guide →

Keep different figures separate.

A dated invested pot, a scheme income figure and a State Pension forecast describe different things. This checklist helps you label the paperwork; it does not add them together, establish ownership or assess whether a pension suits you.

Paperwork may not contain every item. Leave an item unchecked if it is absent or unclear and use the issuer’s verified contact route. A completed checklist is not a verification of the information.

Official references

Prepared and source-checked 4 October 2026. Next source review due 4 January 2027. General information, not financial advice. Independent specialist review is not claimed.

Read the pension statement guide →

Your documents stay with you.

This tool stores only the selected type and checklist ticks in this tab. It does not ask for pension references, identity details or files. Downloading creates a text checklist, not a copy of your documents. Private document storage is still being prepared for the account release.