Issued 23 July 2026
• Interpreting a State Pension forecast and NI record (including identifying missing years/credits). • Understanding workplace pension basics (auto enrolment, opt in rights, employer matching, salary exchange/sacrifice concepts). • Planning contributions through maternity/shared parental leave and career breaks (paid vs unpaid periods; contribution baselines). • Tracing and consolidating pensions (knowing what information you need and what to check before transferring). • Updating beneficiary nominations and keeping pension admin accurate and up to date. • Confidence to ask the right questions (HR/payroll/pension provider) at key life moments. • Communication: starting meaningful money conversations with partners and family.
• Check your State Pension forecast and National Insurance record, understand gaps and the role of caring credits. • Spot the “silent” pension gaps that happen when you work part time, have multiple jobs, or earn below auto enrolment thresholds • Prepare for maternity/shared parental leave and career breaks by understanding how workplace pension contributions typically work during paid leave and how to plan for unpaid periods. • Run a simple “1% rule” reality check • Do a quick pension admin tidy up: trace old pensions, update beneficiary nominations, and check your investment approach and charges. • Start (or restart) money conversations at home so retirement saving is treated as a shared family asset and plan.
This is your permanent, verifiable record of achievement.
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