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.

PDF file: Stakeholder Request for Further Information and Risk Warning Questions Q54547 PDF size: 195KB

PDF file: Portfolio Plus Pension and Portfolio Plus SIPP Request for Further Information and Risk Warning Questions Q54573 PDF size: 195KB

PDF file: CPP DPP EIRP EPP HP3 PIPE, CSAVC MPP Request for Further Information and Risk Warning Questions Q54575 PDF size: 169KB

PDF file: Buy Out Plan Request for Further Information and Risk Warning Questions Q54576 PDF size: 163KB

PDF file: Personal Pension 2000 Request for Further Information and Risk Warning Questions Q54571 PDF size: 193KB

PDF file: Personal Investment Pension Plan, Self Employed Plan and Pension Savings Plan Request for Further Information and Risk Warning Questions Q54574 PDF size: 196KB  

PDF file: Personal Pension No1 and Group Personal Pension No1 Request for Further Information and Risk Warning Questions Q54572 PDF size: 220KB  

PDF file: Personal Retirement Plan Request for Further Information and Risk Warning Questions Q55160 PDF size: 184KB