A free organisation checklist

A little clarity. A useful next step.

Review your pension paperwork and see what still needs a question. Work through the topics for your own records; repeat the review for each scheme where needed.

Start with any topic. Choose “I have a question” when something is unclear, or “Not applicable to me” when a topic does not apply. No names, balances or references needed.

0 of 8 topics reviewed0 checked · 0 with questions · 0 not applicableThis records your review progress. It is not a pension health score.

Pension records and old jobs

Look through your known schemes and employment history for missing paperwork. A job is a clue, not proof that a pension exists.

Your review: Pension records and old jobs

Your review: Not reviewed yet

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Contact details with each scheme

Check the name and contact information held by your schemes. Make changes through a contact route you have independently verified.

Your review: Contact details with each scheme

Your review: Not reviewed yet

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Dated statements and pension type

Find the latest available paperwork and identify what it describes. A pot value, a promised income and a forecast are different figures.

Your review: Dated statements and pension type

Your review: Not reviewed yet

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Contributions, where applicable

For schemes receiving contributions, compare the relevant records and periods. A payslip deduction and a gross pension contribution can differ.

Your review: Contributions, where applicable

Your review: Not reviewed yet

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Charges and scheme information

Find the applicable charges and scheme paperwork, where relevant. Reviewing information does not establish whether a pension is suitable.

Your review: Charges and scheme information

Your review: Not reviewed yet

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Beneficiary wishes, where applicable

Check how each scheme records beneficiary wishes and whether your record needs review. Scheme rules determine how benefits are paid.

Your review: Beneficiary wishes, where applicable

Your review: Not reviewed yet

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State Pension records, separately

Review your official forecast and National Insurance record separately from workplace and personal pensions.

Your review: State Pension records, separately

Your review: Not reviewed yet

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Verified contacts and scam awareness

Use independently checked contact routes. Pause before acting on unexpected offers, pressure or requests to move pension money.

Your review: Verified contacts and scam awareness

Your review: Not reviewed yet

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Your follow-up list

Topics with questions or still to review appear here. Download a copy before leaving; selections reset when this page reloads.

Pension records and old jobs
Not reviewed yet — Gather old statements and job clues. Use the official tracing service to find contact details, then ask the scheme to confirm membership.
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Contact details with each scheme
Not reviewed yet — Ask each scheme how to review or update the details it holds. Do not enter personal details into this checklist.
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Dated statements and pension type
Not reviewed yet — Request missing statements and ask the issuer to explain the pension type, figure, date and assumptions.
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Contributions, where applicable
Not reviewed yet — Ask your employer or scheme to explain any contribution query, including dates, pay basis and tax-relief treatment.
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Charges and scheme information
Not reviewed yet — Ask the scheme to explain charges or terms you do not understand. This checklist does not recommend changing investments or transferring.
Explore this topic →
Beneficiary wishes, where applicable
Not reviewed yet — Ask the scheme about its nomination process and rules. A recorded wish does not guarantee who will receive benefits.
Explore this topic →
State Pension records, separately
Not reviewed yet — Use the official forecast and record services. Ask for guidance on unclear entries; a gap is not an instruction to pay voluntary contributions.
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Verified contacts and scam awareness
Not reviewed yet — Read the FCA warning signs and reporting guidance. Checklist completion does not certify a firm or offer as safe.
Explore this topic →

Organisation, at your pace.

“Health” here means keeping track of information and unanswered questions. This tool does not assess investment performance, whether you are saving enough, retirement readiness, benefits, entitlement or financial suitability. All Pensions has not checked your records. Completing every topic does not recommend a transfer, contribution change or product.

Selections stay only in this page’s memory and reset on reload or navigation away. No account, document upload or personal details are needed. The text download contains topic statuses and follow-up prompts; keep it somewhere you trust. Your browser or operating system handles downloaded and printed copies.

Sources and review

Source-checked 2026-10-09. Next scheduled review: 2027-01-09. General information, not financial advice. No independent professional review is claimed.