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: Portfolio Plus Pension and Portfolio Plus SIPP Accessing your Pension Pot Q54539 PDF size: 165KB
PDF file: CPP DPP EIRP EPP HP3 PIPE CSAVC MPP Accessing your Pension Pot Q54541 PDF size: 155KB
PDF file: Buy Out Plan Accessing your Pension Pot Q54542 PDF size: 179KB
PDF file: Personal Pension 2000 Accessing your Pension Pot Q54536 PDF size: 154KB
PDF file: Personal Investment Pension Plan, Self Employed Plan and Pension Savings Plan Accessing your Pension Pot Q54540 PDF size: 154KB
PDF file: Personal Pension No1 and Group Personal Pension No1 Accessing your Pension Pot Q54538 PDF size: 159KB
PDF file: Accessing your Personal Retirement Plan Q55156 PDF size: 168KB