Forms and documents for Individual Pensions (heritage Equitable Life)

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.

https://www.moneyhelper.org.uk/en/pensions-and-retirement/taking-your-pension/find-a-retirement-adviser

General Information Leaflets

General Information Leaflet - Personal Pension Plan, Personal Pension Plan 2000, Free Standing AVC and Retirement Annuity

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

Claims

Transfer Form - all pensions other than exceptions below

Transfer Form - Occupational Pensions

Transfer Form - Utmost Drawdown & Managed Pensions

• Did you know ..... it is now possible to transfer certain pension policies into an existing Utmost Personal Pension Plan. If this is something that you are interested in, please call us on 0330 159 1530 or email us on enquiries@utmost.co.uk

Confirmation of Guidance or Advice Form - this form is needed for certain transfers, please see payment forms for details

Pre 6 April 2006 HMRC limits Form

If the claim form you require is not shown or you require retirement forms please Contact Us.

Other

Nomination of Beneficiaries Form

Change of Address Form

Evidence of Identity Form

Nationality and Residence

Switch Form

Utmost Drawdown Plans set up from March 2020 - Change In Investment Pathways Form

Direct Debit Mandate

Payment in Form

If the form you require is not shown please Contact Us