<p> Selectapension Drawdown Transfer Value Analysis Calculator – Uncrystallised Data Template</p><p>This data template enables you to collect the relevant data needed from the existing scheme in order to run an analysis on the Selectapension Drawdown Transfer Value Analysis Calculator – Uncrystallised. </p><p>Personal Details</p><p>*Title Mr Mrs Ms Miss</p><p>Sir Doctor Other</p><p>*Forename </p><p>*Surname </p><p>*Sex Male </p><p>Female</p><p>*Date Of Birth (DD/MM/YY)</p><p>*Employment Status Employed Self Employed </p><p>Unemployed Unknown</p><p>*Partner’s Date Of Birth (DD/MM/YY)</p><p>Married Partnered Single *Marital Status </p><p>Divorced Widowed Civil Partnership</p><p>Unknown N/A</p><p>19/09/12 *Health Status Normal Poor Good Unknown</p><p>*Any Dependants Yes No Unknown</p><p>*Attitude To Risk Low Low to Medium Medium </p><p>Medium to High High Unknown</p><p>Other N/A</p><p>*Lifetime Limit Protection Unknown Enhanced Protection </p><p>Primary Protection Fixed Protection None</p><p>*Notes</p><p>19/09/12 Projection Basis/ Pension Status</p><p>*Age For Analysis Proposed age Desired age</p><p>Monetary e.g. 5% 7% 9%, *Projection Basis : </p><p>SMPI e.g. 7% Today’s Terms </p><p>1 & 3% (Real rates)</p><p>*Member of or eligible to join an Occupational Yes No Unknown Pension Scheme </p><p>*Member of or eligible to join a Group Personal Yes No Unknown Pension Yes, No Or Unknown</p><p>*Option to transfer to an Occupational Pension Yes No Unknown Scheme </p><p>*Existing GPP to be used in this analysis Yes No Unknown</p><p>19/09/12 Existing Scheme Details</p><p>*Provider Name </p><p>*Product Name</p><p>*Type Personal Pension FSAVC </p><p>Stakeholder Retirement Annuity </p><p>Section 32 Section 32 With GMP </p><p>Occupational GPP AVC</p><p>*Fund Valuation Date (DD/MM/YY)</p><p>*Fund Value £</p><p>*Transfer Value £</p><p>*Protected Rights included in Transfer Value Yes No </p><p>*(If yes to above) PRE 97 £ POST 97 £</p><p>*Associated Crystallised Fund Transfer Value £</p><p>*Are Regular Contributions Included Yes No </p><p>*If Yes to Regular Contributions Gross Amount:</p><p>Frequency: (Monthly, Quarterly, Half Yearly, Yearly)</p><p>Increase Rate: (RPI, AWE or Other)</p><p>*Current Death benefits Value</p><p>19/09/12 Existing Scheme Details - Projections</p><p>*Growth rate Basis (please tick) : Aggregate Rates </p><p>Varying Rates (%) </p><p>Varying Rates (£)</p><p>*If Varying Rates (%): Fund Name, Split % at Low, Medium and High % e.g. Name (Fund 1) Split (50%) Low, Medium and High (4%, 6%, 8%)</p><p>*If Varying Rates (£): Identify Fund Name, Split £ at Low, Medium and High % e.g. Name (Fund 1) Split (£50,000) Low, Medium and High (4%, 6%, 8%)</p><p>*If Aggregate Rates: The Low, Medium and High % are defaulted to 5% 7% 9%</p><p>*Fund Projection Rates (Aggregate) Low Medium High [ ] [ ] [ ] </p><p>*Fund Value £ £ £</p><p>Existing Scheme Details – Funds</p><p>You may select the funds in which this plan is currently invested. This will be used to provide comparison of past performance.</p><p>*Fund Name *% Split</p><p>19/09/12 Additional Plan Benefits</p><p>*Integrated Life Cover: Yes No</p><p>*Waiver of Premiums Yes No</p><p>*Annuity Guarantee Yes No</p><p>*Guaranteed Growth Yes No</p><p>*With Profits Fund, MVA Has Or May be Applied Yes No</p><p>*With Profits Fund MVA Not Applied Yes No</p><p>*General</p><p>19/09/12 </p>