Contact us about your pension savings

We are sorry to hear of your loss. We understand that this is a difficult time for you so to make it as easy as possible for you to notify us that one of our customers has passed away, please complete our online form.

We'll send you an options pack if you're approaching your selected retirement date.

This pack gives you details of the options available to you and the associated risks. The pack will also include a Request for Further Information and Risk Warning Questions document.

You'll need to complete the Risk Warning Questions and send these back to us.

Please note that we can only proceed with your request to access your pension pot if you’ve fully completed the Risk Warning Questions. This is a requirement by the Financial Conduct Authority (FCA) to ensure you get the right information to help you make an informed decision.

Once you've decided and told us which option(s) you'd like more information on, and you've answered the Risk Warning Questions, we'll send you a payment pack with details specific to the option(s) you've chosen.

You will also receive a Risk Warnings document, based on how you answered the questions in the first stage.

You'll need to complete all the relevant documents, including the Payment Instruction Form, and return them to us.

Once received, we'll action your request and send you confirmation.

Log in or register to find out more about your retirement options and request an options pack.

Apply

Complete and submit your transfer request.

We'll need some basic details about you and the pensions you're looking to transfer, such as the name of the provider and your policy number (if you have it).​

Wait

We'll start the transfer process and keep you updated by email, including if there are any features we discover that mean we can't transfer the pension and what your options are.

Transfer

If you've provided us with the pension details, this should be done within two to five weeks.

If we've had to contact the pension provider to send us your policy details this can take up to sixteen weeks to complete.​

Please visit our Transfer out page which explains the process and some important things to consider.

If you have a workplace pension you can view your fund value online. Log in or register for your online account.

If you have a Defined Benefit pension scheme there is no fund value, unlike a defined contribution scheme which has a fund value linked to investments which can then be used to buy an annuity on retirement.

In a Defined Benefit scheme the framework by which the pension is calculated is pre-determined.

You can change your pension details or contact information online. Log in or register for your online account

If your pension contributions come straight from your salary then you need to tell your payroll department about any changes you wish to make to them.

You can increase or decrease your regular contributions, but you may have to meet a minimum amount.

Your employer may also restrict the number of times you can do this in a year.

Chat with us

01737 230487

8.30am - 7pm Monday - Friday
Call charges will vary and the calls may be recorded and monitored.