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Our Data Collection

Complete as much information as you can — the more detail you provide, the more accurate your estimate.

Don’t worry if you’re still gathering details. You can update or add information at a later stage.

Health and Lifestyle Information

Pension Information

Weekly State Pension Entitlement (£)

Client Year of Birth

Weekly State Pension Entitlement (£)

Spouse Year of Birth

Client Height (cm)

Client Weight (kg)

Spouse Height (cm)

Spouse Weight (kg)

Client Waist (cm)

e.g. No

Client - Smoking Start Year

Client - Smoking End Year

Client - Cigarettes per day

Client Alcohol Consumption (weekly units)

Pension Name

Cash Equivalent Value (£)

Date of CEV

e.g 02/04/2025

Pension Name

Cash Equivalent Value (£)

Date of CEV

e.g 02/04/2025

Pension Name

Cash Equivalent Value (£)

Date of CEV

e.g 02/04/2025

Pension Name

Cash Equivalent Value (£)

Date of CEV

e.g 02/04/2025

Pension Name

Date of CEV

e.g 02/04/2025

Spouse Waist (cm)

e.g. No

Spouse - Smoking Start Year

Spouse - Smoking End Year

Spouse - Cigarettes per day

Spouse Alcohol Consumption (weekly units)

Pension Name

Cash Equivalent Value (£)

Date of CEV

e.g 02/04/2025

Pension Name

Cash Equivalent Value (£)

Date of CEV

e.g 02/04/2025

Pension Name

Cash Equivalent Value (£)

Date of CEV

e.g 02/04/2025

Pension Name

Cash Equivalent Value (£)

Date of CEV

e.g 02/04/2025

Pension Name

Date of CEV

e.g 02/04/2025

Please correct the highlighted fields before continuing