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For individual and corporate pensions customers.

Choose your pension option

Choose your pension option

Retirement checklist

Choosing your option is a big decision. Give it the consideration it deserves with the help of our retirement checklist.

After the checklist you can:

Speak to us

Speak to us

Call us to discuss your preferred option

Take it all in cash

Take it all in cash online

Take all your pension in cash using our secure online form

Ready to choose checklist

Policy valuations

You may not need an exact valuation to start your retirement planning.

How to get a rough idea:

  • Refer to your last Annual Benefit Statement
  • If you're close to retirement, you can find a valuation on the information we will send you 6 months and 6 weeks before retirement.

If you need an exact figure:

  • You can check the value of your policy online if you have access to our Online Services
  • If you have a financial adviser, you can request a valuation through them

Manage your pension plan

  • Change your name or address
  • Switch investment funds
  • Alter your contributions
Manage your pension

Find and consolidate

  • Trace a lost pension with the Pension Tracing Service
  • Pros and cons of consolidating
Find and consolidate your pots

If you would like to speak to someone and have a:

Scottish Widows or LTSB pension, please call 0345 835 6644

Halifax pension, please call 0345 835 6645

Clerical Medical pension, please call 0345 835 6646

We may record and monitor telephone calls with you in case we need to check we have carried out your instructions correctly and to help improve our quality of service.