Before making decisions about your pension savings, please consider getting guidance or financial advice.
Guidance
Your can contact Pension Wise, a free and impartial government service that helps you understand what you can do with your pension pot money.
https://www.moneyhelper.org.uk/en/pensions-and-retirement/pension-wise/?source=pw
Financial advice
You can find a regulated financial adviser from the MoneyHelper Retirement Adviser Directory.
General Information Leaflet - Individual Pension Plan
General Information Leaflet - Managed Pension Plan
General Information Leaflet - Utmost Drawdown Plan
General Information Leaflet - Money Purchase Transfer Plan
General Information Leaflet - Wind Up Policy/Transfer Plan with Guaranteed Minimum Pension
General Information Leaflet - Wind Up/ Transfer Plan with no Guaranteed Minimum Pension
It may be possible to consolidate pensions held with other providers into an existing Utmost Personal Pension Plan or Retirement Annuity. Click here for more information about this. If this is something you are interested in, you can find all the information you need in the Guide and Transfer Information Form linked below:
Your Guide to Pension Consolidation
Transfer Form - all pensions other than exceptions below
Transfer Form - Occupational Pensions
Transfer Form - Utmost Drawdown & Managed Pensions
Pre 6 April 2006 HMRC limits Form
If the claim form you require is not shown or you require retirement forms please Contact Us.
