Retirement Income

Retirement Income

Open to New Clients

Active Money Drawdown

Open to Top-up Payments

Flexible Pension Plan

Closed to New Business

Flexible Withdrawal Plan
Flexible Pension Plan for Drawdown - eg D6800000000
New business
Quote - Transfer payment 0345 084 5000
Quote - Regular and single payment 0345 084 5000
Client servicing
Inform
Personal details View online
Current valuation View online
Transfer valuation View online
Investment breakdown View online
Premium information View online
Cash transactions View online
Drawdown details View online
GAD review View online
Report
Client report Online reporting
Provide information pack Online reporting
Client annual statement Online reporting
With Profits report Online reporting
Certificate of premiums paid Online reporting
Illustrative maturity value quote 0345 0845 000
Fund fact sheets Online reporting
Update
Fund switch Switch online
Update personal details 0345 0845 000
Change address Update online
Change payments 0345 0845 000
Change drawdown 0345 084 5000
make a claim/closure 0800 634 7477
Manage adviser charging 0345 0845 000
Other services and tools
Adviser payments View online
Bulk data download Online reporting
Tools and calculators Access online
Literature library Access online