Useful forms and guides

Customer Forms

Annual Allowance Factsheet

Our guide to changes to the annual allowance and key things you will need to consider if accessing your pension flexibly.

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.

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.