Pension Freedoms - literature

The Accessing your Pension Pot brochures show which options are available on our products and includes risks associated with the options. Please note that not all our products offer all the options.

We also issue a Request for Further Information and Risk Warning Questions document (RFI).

Both of these items are included in the stage one 'Options pack' sent to customers who want more information on accessing their pension pots.

(Please note, these items replace the original 'Your Product Options and RFIs').

These are for your information only. Please do not pass them on to your clients to complete and return to us, as the FCA regulations require us to send the complete stage one pack to the customer, including this document.

PDF file: Stakeholder Request for Further Information and Risk Warning Questions Q54547 PDF size: 634KB

 

PDF file: Portfolio Plus Pension and Portfolio Plus SIPP Request for Further Information and Risk Warning Questions Q54573 PDF size: 523KB

 

PDF file: CPP DPP EIRP EPP HP3 PIPE, CSAVC MPP Request for Further Information and Risk Warning Questions Q54575 PDF size: 671KB

 

PDF file: Buy Out Plan Request for Further Information and Risk Warning Questions Q54576 PDF size: 621KB

 

PDF file: Personal Pension 2000 Request for Further Information and Risk Warning Questions Q54571 PDF size: 634KB

 

PDF file: Personal Investment Pension Plan, Self Employed Plan and Pension Savings Plan Request for Further Information and Risk Warning Questions Q54574 PDF size: 633KB PDF file: Personal Pension No1 and Group Personal Penison No1 Request for Further Information and Risk Warning Questions Q54572 PDF size: 608KB

 

PDF file: Personal Retirement Plan Request for Further Information and Risk Warning Questions Q55160 PDF size: 696KB