Before you apply
Before proceeding to the application you should ensure that your client has been provided with
- Retirement Planning
- Quote
- Application form
- Remuneration details
- Nomination form
- A copy of our Retirement Account key features
- Discharge papers if applicable
- Retirement Income
- Quote
- Application form
- Pension commencement lump sum amount
- Lifetime allowance form
- Remuneration details
- Nomination form
- A copy of our Income Drawdown key features
Please ensure your client has been issued with a copy of our Important Notes for Applications
What you need to apply
- Signed application form
- Signed lifetime allowance form
- Completed discharge forms
- Bank details for payment of pension commencement lump sum and income payments
- Income withdrawals details (If income being taken)
- Completed anti money-laundering form
- Bank details. If you are supplying bank or building society account details online on behalf of your client, your client must be the account holder and must also be the only person required to authorise debits from the account
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