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Please complete the form below to receive your Pre-Retirement pack.

Your pack will be posted to the address you provide in the form. We will issue this to you within three working days.

The pack will include:

  • A report that explains the pension options available to you, as well as information on the features that you can add to your annuity.
  • Some forms for you to complete so we can understand your annuity choices, as well as some health and lifestyle questions. Providing us with health and lifestyle information may result in you receiving a higher income.
  • Login details for our online tool called ASSIST. This tool shows you how the different annuity features impact the income you could receive. You can return the forms to us online through ASSIST, or by post.

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