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Retirement Questionaire

*The information collected will be used solely for the purposes of providing background information when contacting you to arrange an appointment.
*(denotes required field)

Existing Pensions Policies
Policy 1

Policy 2

Policy 3
Please take this letter as my written authority to provide The Money Map with any information the require on the above policies
Please print and complete further sheets if you have more than 3 pensions









We will include annuity figures based on a level pension for life and also based on an annuity that will increase each year?

Confirmation Statement

Information that we hold about you will be held on computer and/or in paper files under the Data Protection act 1998. This information will be used to obtain quotes and administer any application you make, to deal with any queries and to bring to you attention additional services and products that may be of benefit to you.
The information that you give us may be disclosed to third parties (Such as providers) for the purpose of obtaining quotations and processing any future applications, to our regulator the Financial Services Authority, and to our compliance advisers.
The information you give us may also be used to enable further services within our group to be provided to you. If you do not wish to receive information regarding further services please indicate below.

The Money Map (Financial Navigation) LLP is an appointed representative of Sage Financial Services Limited, which is authorised and regulated by the Financial Services Authority.
The Money Map (Financial Navigation)LLP is a Limited Liability Partnership.
Registered Office: Carlton House, Grammar School Street, Bradford, West Yorkshire, BD1 4NS. Registered in England No. OC345998