Make your choice form
Once you’ve reviewed your Pension Options pack and know what you’d like to do next you can fill in this form to request personalised illustrations and let us know if you will be taking financial advice or guidance. Don’t forget you can choose more than one option.
Your details
How should we contact you?
Let us know how you’d like us to get in touch by filling in your preferred contact details.
Flexi-Access Drawdown
If you would like an illustration for this option please complete all of this form including the Make Your Choice checklist and Pension Guidance sections.
Investment pathway
With a flexible income, it’s not just about deciding what you want to do with your pension savings today, but making sure that the pension savings that remain invested can support your objectives for the future.
Please choose one of the following investment options to let us know how to invest your remaining funds
If you’d like to choose an investment pathway, please complete this section.
If you want more information about investment pathways it’s in the investment pathways section of your pack.
You can choose one or more options by putting a percentage amount in the boxes below to fit your future retirement plans.
If you only complete one box we’ll assume you want 100% of remaining funds invested in that investment pathway option. If you complete two or more boxes and don’t specify a % we’ll need to return the form to you to complete again.
The percentage must total 100%
(this is the remaining funds – tax-free cash is not included)
You can choose to keep your investments as they are, but you should ensure your current investments are suitable now and you should keep this under regular review to ensure they continue to meet your needs. You can check your investments in your online account and it’s referenced in your annual Pension Benefit Statement.
I’d like to make my own investment choices
You only need to complete this section if you want to make your own investment decisions.
Please tell us where you’d like your money invested.
The percentage must total 100%
(this is the remaining funds – tax-free cash is not included)
Please ensure you provide the fund code. You can find the available list of funds at legalandgeneral.com/fund-zone or on the investment guide on your scheme microsite, which can be found on the front of this pack.
Withdraw as cash
If your pot is worth less than £10,000 and you want to take a cash lump sum you can do this online by visiting the Retirement section of your online account or call us on 0345 075 0402. If you go online or call us you do not need to complete any sections of this form.
If your pot is worth more than £10,000, you can call us on 0345 075 0402. If you call us you do not need to complete any sections of this form.
If you’d prefer to continue to request an illustration via this form make sure you also complete the Make your Choice checklist and the Pension Guidance section.
Take your pension later
If you do not wish to make decision now you can update your retirement age in your online account. We will then be in touch about your options again.
If you do not respond to this pack we will extend your retirement age by 5 years and manage your money in the same way.
Make your choice checklist
This section is important to fill in when you are requesting a Flexi Access Drawdown illustration or an illustration to take a cash lump sum.
Your responses will help us check you fully understand your options. If we think anything has been misunderstood, we’ll get in touch.
Select Yes or No for each question
Pension Guidance form
The benefits of taking advice are explained in your Pension Options pack, use this form to tell us if and how you will take advice. You can also use this form to ask us to book a Pension Wise appointment for you.
Please read the entire pack before making any choices.
You can call us on 0345 935 0100 to book an appointment. Lines are open Monday to Friday, 9am to 5pm. Call charges will vary. We may record and monitor calls. You will need your National Insurance number and preferred appointment dates. Alternatively, if you would like us to call you to arrange an appointment, please let us know the following:
Your details
The personal data provided by you on this form will be processed to provide you with the information, products and/or services that you have requested from us. For further information on how we process your personal data, please see our privacy policy which is available at legalandgeneral.com/privacy-policy.