Enhanced fact find: Retirement Details

[david.mann]

Retirement details

This screen records general details around the client / partner’s retirement planning.  Retirement plans such as pensions and annuities are dealt with in different screens.

Field label	Field ID (e.g. Xmerge syntax)
Retirement age
Desired retirement age	pension_proposed_retirement_age
Occupational pension scheme (OPS) and group personal pensions (GPP)
Are you a GPP member?	pension_member_of_group_personal_pension
Are you eligible to join a GPP?	pension_eligible_to_join_group_personal_pension
Are you an OPS member?	pension_member_of_occupational_pension_scheme
Are you eligible to join an OPS?	pension_eligible_to_join_occupational_pension_scheme
Option to transfer to an OPS / GPP?	pension_option_to_transfer
State pension forecast
Last updated	br19_updated_date
Date of state pension age	br19_sate_pension_commencement_date
Prior tax year estimate	br19_estimate_based_on_current_ni_record
Forecast maximum	br19_forecast_if_conts_continue_to_retirement
Lump sum allowance (LSA)
LSA used	allowance_used
Protection	protected_allowance
Money purchase annual allowance (MPAA)
Gross payment	income_value

Useful links

• Main article & video

• Key details
• Contact details
• Health & lifestyle
• Additional support
• Estate
• Dependants
• Goals
• Occupation details
• Income
• Expenses
• Assets
• Liabilities
• Pensions
• Annuities
• Life insurance
• Health & general insurance
• Affordability
• Death, incapacity & retirement
• Capital Gains Tax
• Professional advisers
• Additional notes
• GDPR & marketing preferences