Useful forms and guides

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.
Expression Of Wish Form You can use this form to nominate beneficiaries for your Pension Annuity.
Nominate someone to discuss your policy or plan If you'd like to nominate someone to discuss your policy/plan with us on your behalf, please complete this form.

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

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

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

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

You can use this form to nominate beneficiaries for your Pension Annuity.

If you'd like to nominate someone to discuss your policy/plan with us on your behalf, please complete this form.

Useful links and guides
Little Book of Cyber Scams Opens a guide to avoiding cyber scams, courtesy of Operation Sterling, Metropolitan Police Service.
Little Book of Phone Scams Opens a guide to avoiding phone 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.