Contact Us - Pension Products

Current Value

Please complete the attached form and submit it if you require a current fund value. This will be posted to you within 5 working days.

Death Notification

Please use this form if you wish to make a claim in the event of a death. Due to the sensitive nature of this request we ask that you complete the following questions in order that the necessary documentation can be sent.

Fund Variation

If you wish to switch your existing funds, please print this form and return it to us by post as we require your original signature. Please note that there may be a charge for a fund switch. If you require further details please phone our Customer Service Centre on 0845 6060708 or Email us using the Information and Questions Form.

Lost Policy Declaration

Please use this form in the event that you cannot locate your original policy document.

New Direct Debit

If you wish to change your bank details for premium collections please complete and submit the attached form. We will post you a new Direct Debit for completion and return.

Stop Contributions

This form will need to be completed if you wish to cease payments to your policy. Some policies will have to be paid up status, others may lapse without value and cover will therefore cease. If in doubt please refer to our Customer Service Call Centre on 0845 606 0708 or visit our Information and Questions form for clarification.

Retirement Quotation

If you have a Personal Pension or a Section 226 Pension and you require a quote for benefits if you retire now, please complete and submit the attached form. If you have an Executive Pension, Free Standing AVC or an Occupational Pension with us please contact our Customer Service Centre on 0845 6060708.

Information & Questions

Please use this form for all other requests