Request your Double Whammy snapshot.

First, a couple of details so we can personalise your snapshot.

So we can reply about your snapshot and check anything we need to clarify.

This snapshot service is only available to UK residents.

This usually depends on where your main home is. If you receive a pension through PAYE, a Scottish tax code starts with “S”. Check the GOV.UK guidance if needed.

This helps us understand who you may want to provide for.

For this snapshot, we assume your spouse or civil partner benefits during the first two years.

For example, children or grandchildren. Please leave out your spouse or civil partner, and don’t enter anyone’s name.

That’s fine. We can talk through who you’d like to include before preparing your snapshot.

Please use its current value, leaving out any property owned directly by your pension fund. An estimate is fine. If you include pence, we’ll round the value up to the next whole pound.