FAQs
Find answers to commonly asked questions by members, employers and advisers in this knowledge base.
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"If I’ve nominated my children and they’re under 18. When I die, how will you pay out my death benefits?"
If your beneficiaries are under the age of 18 (known as minors), the lump sum will be held in trust until they come of age (we’ll require a copy of their birth certificates).
"Where do I send my pension claim form?"
If you have a vulnerability or disability which stops you from being able to request to take your pension money online, you can contact us to ask about the best way to access your money.
"How much will I get when I retire?"
It’s possible to get an estimate of how much you’ll get from a workplace pension. You may hear this referred to as a ‘pension projection’.
"What’s a small pot lump sum and how many of them can I take?"
If you have £10,000 or less in your pension and you want to take it all in one go – you may be able to take it as a ‘small pot lump sum’.