Welcome to our online application forms

For submitting your applications forms online for our Pension Annuity, Fixed Term or Cash-Out Retirement Plan products.

It will take you 15 minutes to complete this and you can't save the application so please have the following ready to provide:

  1. Client details (including National Insurance number and GP details if for Pension Annuity)
  2. Dependant details (if selected)
  3. Client's payment details
  4. Client's beneficiary details (if guaranteed minimum payment period or value protection is chosen)
  5. Client's pension details

You’re able to complete this application online on your client’s behalf but you’ll be responsible for the accuracy of the information you provide and ensuring your client is aware and comfortable with its contents.