Pensions

Ways to do this

• Secured online access

  Existing online users are able to receive an instant valuation. If you are not registered, please request access.

  Whilst most pensions are available to be viewed online, those plans which contain letters or more than 8 digits in the policy number, or which were taken out before July 2000, are unable to use this service.

• Online enquiry

  You can find out the value of your pension by completing an online enquiry. Please ensure you include:

  • your plan number
  • your full name & address
  • your valuation request
  • how you would like us to reply and your contact details (such as your email address or telephone number)

• Email

  You can request a valuation by emailing IPC.Aftersales@scottishwidows.co.uk. Please ensure you include:

  • your plan number
  • your full name & address
  • your valuation request
  • how you would like us to reply and your contact details (such as your email address or telephone number)

• Call us

  To find out the value of your pension you can speak to one of our consultants by calling 0345 716 6777. Our opening hours are: Mon-Fri 9-5.  Please make sure you have your plan number to hand.

• Write to us

  When requesting a valuation in writing please ensure you include:

  • your plan number
  • your full name & address
  • your valuation request
  • how you would like us to reply and your contact details (such as your email address or telephone number)
  • your signature providing us with your consent to action your instruction

  Our address is:

  Scottish Widows
  PO Box 24169
  69 Morrison Street
  EDINBURGH
  EH3 1HH

How long will it take?

• Secured online access

  Existing online users are able to receive an instant valuation.

• Online enquiry & Email

  Once we have all the information needed, your valuation request can take up to 5 working days to be processed. Depending on how you have asked us to contact you, it may take up to a further 5 working days for you to receive confirmation.

• Call us

  Where possible we will aim to provide you with a valuation whilst you are on the call.

• Write to us

  Once we have all the information needed, your valuation request can take up to 5 working days to be processed. Depending on how you have asked us to contact you, it may take up to a further 5 working days for you to receive confirmation.

Ways to do this

• Email

  You can request a change to your pension contributions by emailing IPC.Aftersales@scottishwidows.co.uk.

  Please ensure you include:

  • your plan number
  • your full name & address
  • the change you would like to make to your contributions
  • how you would like us to reply and your contact details (such as your email address or telephone number)

• Call us

  To request a change to your pension contributions you can speak to one of our consultants by calling: 0345 716 6777. Our opening hours are: Mon to Fri 9am to 5pm. Please make sure you have your plan number to hand.

• Write to us

  To request a change to your pension contributions in writing, please ensure you include:

  • your plan number
  • your full name & address
  • the change you would like to make to your contributions
  • how you would like us to reply and your contact details (such as your email address or telephone number)
  • your signature providing us with your consent to action your instruction

  Our address is:

  Scottish Widows
  PO Box 24169
  69 Morrison Street
  EDINBURGH
  EH3 1HH

How long will it take?

Once we have all the information needed, your request to change your pension contributions can take up to 5 working days to be processed. It may take up to a further 5 working days for you to receive written confirmation.

From 55 onwards, you can choose to take some or all of your pension pot.

We give free guidance and can explain to you what you have and what choices you can make. Before making a decision we recommend that you call us on:

Scottish Widows Legacy or Lloyds Pension: 0345 835 6644
Scottish Widows Retirement Account: 0345 716 6733
Halifax Pension: 0345 835 6645
Clerical Medical Pension: 0345 835 6646

Lines are open Monday to Friday, 9am to 5pm.

If you have already called us with details to set up your initial access to the money saved in your pension, you can access at any time by:

• Email

  You can request access to money saved in your pension by emailing IPC.Aftersales@scottishwidows.co.uk. Please ensure you include:

  • your plan number
  • your full name & address
  • the amount you would like to access from your pension
  • how you would like us to reply and your contact details (such as your email address or telephone number)

• Call us

  To request access to money saved in your pension you can speak to one of our consultants by calling: 0345 716 6777. Our opening hours are: Mon to Fri 9am to 5pm. Please make sure you have your plan number to hand.

  Whilst we aim to complete the majority of requests over the phone, there may be instances where we require you to complete the transaction in writing. For example, to meet Anti Money Laundering requirements we may need documentary evidence to complete your withdrawal. If this applies, our consultant will confirm what additional information you need to provide.

• Write to us

  When requesting access to money saved in your pension in writing, please ensure you include:

  • your plan number
  • your full name & address
  • the amount you would like to access from your pension
  • how you would like us to reply and your contact details (such as your email address or telephone number)
  • your signature providing us with your consent to action your instruction

  Our address is:

  Scottish Widows
  PO Box 24169
  69 Morrison Street
  EDINBURGH
  EH3 1HH

  In order to process some written withdrawal requests we may need to get in touch with you for additional information. For example, to meet Anti Money Laundering requirements we may need documentary evidence to complete your withdrawal. If this applies we will get in touch to confirm what you need to provide, so please make sure to include a daytime contact number and/or email address.

How long will it take?

Once we have all the information needed, your request to access your pension can take up to 5 working days to be processed. It may take up to a further 5 working days for you to receive your payment and written confirmation.

Payments made by cheque may take up to an additional 2 working days. Please note that timescales may vary for payments to non-UK bank accounts.

Ways to do this

• Email

  You can request a change to the fund(s) in which your pension invests by emailing IPC.Aftersales@scottishwidows.co.uk. Please ensure you include:

  • your pension plan number
  • your full name & address
  • the change of funds you would like to make
  • how you would like us to reply and your contact details (such as your email address or telephone number)

• Call us

  To request a change the fund(s) your pension currently invests in you can speak to one of our consultants by calling 0345 716 6777. Our opening hours are: Mon to Fri 9am to 5pm. Please make sure you have your plan number to hand.

  Please note that policies are subject to a maximum number of funds that can be invested in and not all policy types allow you to change funds. When calling, our consultants will explain the options to you.

• Write to us

  When requesting a change to your pension fund(s) in writing, please ensure you include:

  • your plan number
  • your full name & address
  • the change of funds you would like to make
  • how you would like us to reply and your contact details (such as your email address or telephone number)
  • your signature providing us with your consent to action your instruction

  Our address is:

  Scottish Widows
  PO Box 24169
  69 Morrison Street
  EDINBURGH
  EH3 1HH

How long will it take?

Once we have all the information needed, your request to change pension funds can take up to 5 working days to be processed. It may take up to a further 5 working days for you to receive written confirmation.

Ways to do this

• Secure online access

  Existing online users are able to amend their address online. If you are not registered, please register here.

  Whilst most pensions are available to be viewed online, those plans which contain letters or more than 8 digits in the policy number, or which were taken out before July 2000, are unable to use this service.

• Online enquiry

  You can amend your personal details by using our online enquiry form. Please ensure you include

  • your plan number
  • your full name & address
  • the details you would like to amend
  • how you would like us to reply and your contact details (such as your email address or telephone number)

• Email

  You can amend your personal details by emailing: IPC.Aftersales@scottishwidows.co.uk. Please ensure you include:

  • your plan number
  • your full name & address
  • the details you would like to amend
  • how you would like us to reply and your contact details (such as your email address or telephone number)

• Call us

  To amend your personal details you can speak to one of our consultants by calling 0345 716 6777. Our opening hours are: Mon to Fri 9am to 5pm. Please make sure you have your plan number to hand.

• Write to us

  When requesting to amend your personal details in writing, please ensure you include:

  • your plan number
  • your full name & address
  • the details you would like to amend
  • how you would like us to reply and your contact details (such as your email address or telephone number)
  • your signature providing us with your consent to action your instruction

  Our address is:

  Scottish Widows
  PO Box 24169
  69 Morrison Street
  EDINBURGH
  EH3 1HH

How long will it take?

Once we have all the information needed, your request to amend your details can take up to 5 working days to be processed. It may take up to a further 5 working days for you to receive written confirmation.

We want to make sure we keep you updated so you’re in control of your plans. Let us know your communications preferences so we can keep you informed.

Ways to do this

• Email

  You can send us an email at IPC.Aftersales@scottishwidows.co.uk. Please ensure you include:

  • your plan number
  • your full name & address
  • the details of your request
  • how you would like us to reply and your contact details (such as your email address or telephone number)

• Online enquiry

  You can contact us using our online enquiry form. Please ensure you include:

  • your plan number
  • your full name & address
  • the details of your request
  • how you would like us to reply and your contact details (such as your email address or telephone number)

• Call us

  You can speak to one of our consultants by calling 0345 716 6777. Our opening hours are: Mon to Fri 9am to 5pm. Please make sure you have your plan number to hand.

• Write to us

  When contacting us in writing, please ensure you include:

  • your plan number
  • your full name & address
  • the details of your request
  • how you would like us to reply and your contact details (such as your email address or telephone number)
  • your signature providing us with your consent to action your instruction

  Our address is:

  Scottish Widows
  PO Box 24169
  69 Morrison Street
  EDINBURGH
  EH3 1HH

How long will it take?

Customer requests are typically processed within 5 working days. This may vary depending on your reason for contacting us. It may take up to a further 5 working days for you to receive confirmation.