Making changes to your pension or policy is easier than ever. Our frequently requested forms are now available online for you to download.
You can complete the forms digitally. Although we still need your signature as proof of your request because protecting our customers from potential fraud is something we take very seriously.
Returning your forms electronically
Option 2 – No printer?
Option 3 - Add an electronic signature to your form(s)
Read on for guidance about uploading your documents to our online contact form.
Guidance for attachments
Please make sure any photos show all four corners of your document and the image is in focus. Avoid sending documents with any markings, such as amendments or lines through any wording as we will be unable to accept your submission.
Please make sure each attachment is no more than 5MB or 20MB in total.
If you’re not sure what to do or have any questions, please ask us.
It’s important that you read the declaration on the online Contact Form as all documents provided through this method will be accepted as ‘originals’ and not copies.
Change of address
To let us know your new address.
Change of name
To let us know of any changes to your name.
Direct debit instruction
To change your bank details.
Expression of wish
To let us know your choice of beneficiaries to receive your pension benefits.
If you wish to switch the investment fund for your policy.
Information about the Lifetime Allowance and Declaration.
If you wish to cancel your policy.
Letter of Authority
To give someone the authority to ask for information about your policy, such as a family member, friend, carer, or IFA.
Confirming your identity
Information on how to confirm your identity.