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Retirement

Contact and Support

Need some help? Ask us a question below to find the information you need.
If you have a workplace pension you can login to Manage Your Account to view your policy details or update your personal data.

 

Contacting us: COVID-19 update

We may need to reduce our phone service at times to protect our staff and customers from COVID-19. Stay up to date on our service updates page.

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Browse by topic

  • Bereavement support

    Bereavement support

    Handling the finances when someone has passed away can be daunting, and far from easy. We'll do everything we can to make it as simple as possible.

    We're here to guide you through each step:

    • How to let us know
    • Which documents you'll need
    • What happens next
    • How to contact us if you need any help.
    Bereavement support Notify us

  • Complaints

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    Let us know something has gone wrong

    We work hard to give you the best possible service but if we've let you down, please tell us. We'll try to make things right as quickly as we can.

    How to make a complaint

  • Stay ahead of scams

    Stay a step ahead of scams

    We'll do everything we can to protect your money, but it's very important for you to stay alert to avoid pension and investment scams. Keep your financial information safe and be careful before entering into an investment.

    Find out more

    If you aren't sure what to do to stay secure, The Money Advice Service provides information to help you spot scams and protect yourself.

    If we need to make a payment to you for any plans you've had or still have with us, we'll get in touch to ask for your bank details. Before you give out your information, you should make sure it's really us by calling us on 03700 500 263

  • Does Brexit affect my retirement policy?

    Does Brexit affect my retirement policy?

    Brexit should not have any impact on your policy as we’ll continue to service it and provide you with your benefits. However, you should review our dedicated pages.

    If you have a Pension Annuity, Fixed Term Retirement Product, Cash-Out Retirement Product, Deferred Defined Benefit Pension or a Workplace Pension, find out more below.

    Workplace Pensions Other retirement policies

 

 

Lifetime mortgage drawdowns

Could you release more money with your lifetime mortgage?

Our Lifetime Mortgages give you the option to take less than the maximum amount you're eligible for when you take out the initial loan. If you’ve chosen to take less, you may be able to borrow more as and when you need it. Any additional borrowing will be secured against your home and will be based on the terms available from us at the time you apply.

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