Copy of Pension Statement

Gurj247

My father has been asked to provide a copy of his Pension Statement, but trying to get a hold of it is turning into a nightmare, with multiple phone calls to various departments - can anyone advise how I can get a hold of his Pension Statement?

molerat

Which particular pension statement is this ? And who wants to see it ?

Gurj247

@molerat
Above implies there are more than one - in short  my father has submitted some government forms and they have asked for some evidence related to income and have asked for a copy of the Pension Statement.

bjorn_toby_wilde

I think what Molerat is asking is more detail - local government pension, state pension, employer pension, SIPP?

What kind of pension are we talking about? You’ll get more help if you are a bit more specific.

TheSpectator

Private pensions - he should get a P60 from the pension payer each year.
State pension - he should get a letter each telling him of the annual increase and amounts payable.

Marcon

Gurj247 said:

@molerat
Above implies there are more than one - in short  my father has submitted some government forms and they have asked for some evidence related to income and have asked for a copy of the Pension Statement.

If it's state pension, then he can get the necessary information from his personal tax account https://www.gov.uk/personal-tax-account - although if these are government forms it's hard to see why whoever is on the receiving end can't check that information themself, which suggests it could be a private pension provider. Does he have any private (ie non-state) pensions actually in payment?

What exactly does the form say, since 'the Pension Statement' isn't a recognisable description for anything in particular?

LHW99

Is this checking for amount of tax-free cash already used? ie does he have a DB in payment, and now wants to access another pension?

eskbanker

Gurj247 said:

My father has been asked to provide a copy of his Pension Statement, but trying to get a hold of it is turning into a nightmare, with multiple phone calls to various departments - can anyone advise how I can get a hold of his Pension Statement?

As well as the above clarifications about what exactly you're referring to, are you formally authorised to act on his behalf, via power of attorney or similar?