Request your UFPLS illustration and application pack
Please note – Due to legislative changes abolishing the Lifetime Allowance taking effect on 6 April 2024, any completed applications won’t be processed before the end of the tax year and will need to include additional information to satisfy new legislation. Applications will be processed after 6 April 2024 within our normal timescales where possible. If you have any questions, contact us.
What will your illustration show?
- The potential effects of your chosen withdrawal on your remaining pension
- What your remaining pension value could potentially be in future years, based on assumed investment growth rates
- The expected effect of charges on the value of your pension
We'll also send you our guide to taking lump sums to help you understand the risks and benefits, and compare other options.
Get started and enter your details below.
Your illustration is designed to help you understand how lump sums work. The figures are estimates only, based on assumptions which are explained in the illustration. What actually happens will depend on the size of your withdrawals and how your investments perform. Income isn't guaranteed.
Usually you have to be at least 55 to access your pension (rising to 57 from 2028). If you're younger we can still help you prepare for retirement, but you won't normally be able to request an illustration or application.
Existing client?
Log in to your account and we'll complete your personal
details for you.