How to apply

What you’ll need:

• Personal details, including your national insurance number
• Pension pot details - policy numbers and values
• Bank account details - so we can pay your tax-free cash and any other income you take.

About you:

• You're 55 or over and a UK resident
• You're applying for yourself, not on anyone else's behalf
• You're happy to 'go paperless' in our correspondence
• You confirm you have read this declaration
• You accept the terms and conditions

If you would like to know how we use, store and share your information, please read our privacy policy.

Your retirement options:

You must have received a letter or pack from your current pension provider telling you about your retirement options. You'll receive this four to six months from your retirement date, or at your request.

If you haven't received this, you should contact your pension provider. You'll need this information to continue with your application.