Former Reliance Life

Did you know …..

• You can scan and email us a signed letter confirming details of your new address. In certain circumstances we may need to request further information before we are able to update our records.
• You can download and complete our change of address form, which you can find below

Please note we cannot accept just an email detailing your new address.

Did you know ……

• You can call us to change the unit-linked funds you are invested in; or
• You can download and complete our switch form, which you can find below. When complete you can scan and email it to us, or send in the post.

Follow the link below to Fund Information to find more information about our fund range.

Did you know …..

• We have information on your retirement options on our website see link below
• We recommend you seek financial advice or guidance before making any decisions - follow the link below to Pension Advice
• From 1 November 2019, it is an FCA requirement to provide policyholders with options in writing before we can provide you with claim forms.

If you still want to request your retirement options in writing, please contact us on the link below.

You can choose to move your money to another pension pot and take an income from it. Any money left in your pension pot remains invested, which may give your pension pot a chance to grow, but it could go down in value too.

A quarter of your pension pot can usually be taken tax-free and any other withdrawals will be taxable whether you take them as income or as lump sums. You can choose to purchase JAB Drawdown or you can choose to transfer to a different pension provider to do this. You do not need to take a regular income. You can find out more about JAB Drawdown in the documents below.

If you are interested in finding out more about your pension options then please contact us.

Did you know ….

• You can download and complete our transfer form, which you can find below
• For certain transfers you will need to also complete a Confirmation of Guidance or Advice form (see the payment form for details), which you can find below
• If you have safeguarded benefits over £30,000, you will need to get Appropriate Independent Advice before we can pay your claim.
• We recommend you seek financial advice or guidance before making any decisions. Visit our Pension Advice page to find out more information about where to go for help

If you still want a Transfer Form to be sent in the post, please contact us to email us that request.

Did you know..... we have information about this on our website. Follow the link below to see useful information on what a pension scam is and where you can go for further help and guidance.

Did you know …..

You can download and complete our direct debit instruction form, which you can find below.

If you still want to a Direct Debit Form to be put in the post, please contact us, to email us that request.

Did you know …..

• You can download and complete our Annuity Bank Details form, which you can find below. When complete you can scan and email it to us, or send by post.
• If you are living overseas, please complete the Pay Income to Overseas Bank Details Form below

If you still want us to send you an Annuity Bank Details form in the post, please email us that request.

Did you know …..

• It is only possible to nominate a beneficiary if you have a Personal Pension or a Free-Standing Additional Voluntary Contribution plan.
• If you have a Retirement Annuity or other pension plan, you cannot nominate a beneficiary but it may be possible to place your policy under trust to remove it from your estate – you will need to seek legal advice to set up this trust
• You can download and complete our Nominated Beneficiary form, which you can below. When complete you can scan and email it to us, or send by post.

If you still want us to send you a Nomination of Beneficiary form in the post, get in touch to email us that request.

If you would like to report a death, you can contact us phone or email us.

If you would like to make a complaint there are a number of options available to you and details can be found in our 'How to make a complaint section'.

If you were not able to find above the information you were looking for, you can contact us via the link below.