Workplace Pension Review Questionnaire

New Suitability Assessment Questionnaire

Please Select Your Financial Adviser1. Do you believe your current workplace pension arrangement continues to meet the needs of your business and workforce? Fully meets our needs Meets most needs Improvements required Significant concerns identified2. Have there been any significant changes to your workforce during the last 12 months (e.g. age profile, salary levels, recruitment challenges, employee demographics) that may affect the suitability of the workplace pension? Yes No

3. Have employees raised any concerns or questions regarding:

Contributions

Investments

Retirement options

Online access

Communications

Value for money

3. Have employees raised any concerns or questions regarding: Contributions – Investments – Retirement options – Online access – Communications – Value for money Yes No4. Are you satisfied with the support provided by Wingate to employees in relation to pension education, guidance and retirement planning? Very satisfied Satisfied Neutral Dissatisfied5. Which additional support would be valuable for your employees? (select all applicable) Individual pension consultations Retirement planning workshops Pre-retirement support Financial wellbeing education Online webinars Investment education No additional support required

6. During the past 12 months, have you experienced any issues with the pension provider’s administration or service? No issues Minor issues Significant issues7. Do you believe your current workplace pension scheme and the support provided to both your organisation and employees remain appropriate, effective and good value for money? Yes No

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