Individual pension

Individual pension

Open to new clients

Self Invested Personal Pension Active Money Personal Pension Individual Stakeholder

Open to Top-up payments

Flexible Retirement Plan Personal Pension Plan Personal Pension One Personal Pension Flex FSAVC Transfer Plan (section 32) IBOP (section 32) EPP SSAS Section S226/S620
Individual Buy Out Plan - Section 32 Buy Out - eg HM1000000001
Client servicing
Inform
Personal details View online
Current valuation View online
Transfer valuation View online
Investment breakdown View online
Premium information View online
Report
Client report Online reporting
Provide information pack Online reporting
Client annual statement Online reporting
With profits report 0345 606 0008
Certificate of premiums paid 0345 606 0008
Illustrative maturity value quote 0345 606 0008
Fund fact sheet/KIIDS Online reporting
Update
Fund switch 0345 606 0159
Update personal details 0345 606 0080
Change address View online
Change payments 0345 606 0008
Make a claim/closure 0800 634 7477
Other services and tools
Adviser payments View online
Tools and calculators Access online
Literature library 0345 606 0008