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You can also update most of your information, or request a variety of services via our online form. Click HERE to let us know how we can help. You will need to use the forms below to update your bank details or expression of wish.

If you prefer filling out a paper form, all of our forms can be downloaded below.

Click on a form to download

You can click on any of the forms below which will open up the form in your browser, you can then print or download the form to fill out at home and send back to us.


Forms for taking retirement benefits

You should only complete one of these forms if you’ve recently received a quote from us and you want to proceed with taking your benefits.

Lump Sum Options – Complete this form if you are a member of a Defined Contribution arrangement and you want to take a lump sum.

Trivial lump sum form – Complete this form if you are eligible and you want to exchange your pension for a one-off lump sum.

Defined Benefit retirement options form – Complete this form if you are a member of a Defined Benefit arrangement and you want to retire.


Forms for transferring your pension benefits

You should only complete one of these forms if you’ve already recently received your quote from us and you want to proceed with your transfer.

Non-UK transfer discharge form – Complete this form to transfer your benefits to an overseas pension arrangement.

UK transfer discharge form – Complete this form to transfer your benefits to an alternative UK pension arrangement.


Forms if you need to inform us of a death

If you haven’t already notified us of the member who has passed away, please do this as soon as possible using the details on the Contact page.

Death Benefit Claim form – Complete this form on the death of a member.


Forms to request a change to your investments

Investment switch form – Use this form to instruct a new inverstment allocation or investment switch.


Forms to update your personal details

Change of Bank Details form – Use this form to tell us about any changes to your bank account.

Change of details form – Use this form to tell us about changes to your personal details.

Expression of wish form – Use this form to nominate a beneficiary.


Still can’t find what you’re looking for? Contact us if you need help.