Useful forms and guides


Annuity Customer Forms

Inform us of a change in your address and/or contact details

If you change your contact details we will need to know so we can update our records. 

Inform us of a change to your bank details

Please let us know if you have changed your bank details.

Inform us of a change to your marital status or your name

Please let us know if you have changed your name and/or your marital status has changed.

Request a copy P60

This is for a previous tax year or a statement of payments for the current tax year.

Useful links and guides

Little Book of Big Scams
Opens a guide to avoiding scams, courtesy of Operation Sterling, Metropolitan Police Service.

Pension and retirement planning
This is a link to the Directgov website which has information on planning your retirement.

Avoiding Scams
Opens Age UK's guide to avoiding scams.