Drawdown requests
How to access your pension benefits
This page explains the three stage process that we undertake when we receive a drawdown application form. Please read this information carefully and note the ‘important information’ sections below each stage, which will ensure processing your application is actioned in a timely manner.
If you have any questions about the process, please see our Accessing your Pension webpage.
Additional important information
- All required forms for taking your benefits can be found in our literature library.
For information on how to appoint a financial adviser, please see www.unbiased.co.uk. - Information on Lump Sum Allowance (LSA) and Lump Sum and Death Benefits Allowance (LSDBA) and what these mean can be found on our website under the relevant section for advisers and clients.
- If you need any information on Money Purchase Annual Allowance (MPAA), you can find this here.
- MoneyHelper advice can be found at www.moneyhelper.org.uk.