Pension Freedoms - literature

Find copies of relevant literature, find out what options are available on each of our products and view how customers can access their pension pots.

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.

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 these documents.