STEP 1

Go to the GOV.UK check pension forecast page – https://www.gov.uk/check-state-pension

STEP 2

Scroll down and click on the green ‘start now’ button.

STEP 3

Next take the appropriate steps to log in or if you do not have an account please create one.

STEP 4

Now you need to scroll down to the pensions section at the bottom and select ‘View your state pension forecast’ 

STEP 5

Once you have landed on your state pension summary page you need to scroll to the bottom and click on ‘print your state pension summary’    

A pdf version of your State pension summary will then pop up. You need to save this document as you will need it later on.

STEP 6

Now return to the previous page and scroll down to the pensions section again. This time you will need to click on ‘view your national insurance record’

STEP 7

Once you have landed on your state pension summary page you need to scroll to the bottom and click on ‘view your national insurance record’ repeat the same process as earlier and save the pdf to your files.     

STEP 8

You should now have saved both your state pension summary and your national insurance record as a pdf in your files. Your last step now is to email these files to your adviser.

If you are still unsure view this PDF with pictures to help –