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We first need to know some basic details about you and how you plan to use your pension
  If you have used our quote system the fields below will be pre-populated, you can change them if you wish

Once your pension is set-up it is fully flexible and you can change how you use it as you wish		  
 
Your Date of Birth
Day      
Month        
Year     
   
 
 
The Age you plan to retire :  
Currently in the UK you must be aged 55 or over before you can take your retirement benefits. You are not locked in to your retirement age and can bring it forward or move it back within the limits of pension rules
 
 
Your Employment Status :  



 
 
Your Monthly Contribution (before tax relief) :  
This should be the amount you want to directly pay out of your bank account each month. We will add on and account for tax relief. If you would like a quote for more than the maximum available on this form please call 020 33 55 4827
 
 
Your Annual Income: £
The pension provider will need to know your annual salary as it is not possible to put more than £3,600 per annum or more than your gross annual income into a pension (whichever is the higher)
 
 
Your Email Address :     
We will initially send all information and quotes to your email account.
 
   
 
 
 
 
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Platinum Financial Consulting LTD

Registered in England. Company Number : 5985049

Registered Office Address :
The Old School House, East End Road
Bradwell-on-Sea, Essex, CM0 7PY

Telephone : 020 33 55 4827           Fax : 0871 277 1422           Email : info@platinumifa.co.uk

AUTHORISED AND REGULATED BY THE FINANCIAL CONDUCT AUTHORITY

Copyright © 2009 & 2024 Platinum Financial Consulting

FCA Registration Number : 827778

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