A free question sheet

10 questions.
A clearer conversation.

Take these to your pension scheme or provider. Choose the questions you want to ask; a tick is not a confirmed answer. No account or email needed. Selections clear when you reload.

Print keeps your selections. The text worksheet is blank, with reply and follow-up space for each question.

Start with the record
Understand the figures
Clarify the scheme rules

Keep a useful reply

Use a separate worksheet for each scheme. Note the date, who answered, the document they referred to and anything still unclear. A forecast and a current figure can mean different things; ask for the explanation rather than adding them together.

These questions help you understand a record. They do not establish entitlement or recommend a transfer, investment or retirement option. Some questions may not apply to your scheme. General information, not financial advice.

Keep an enquiry timeline or gather the documents you have.

Official guidance

Prepared and source-checked 9 October 2026.

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