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Retirement Service – Useful Information

Bank details

(For fee payments to HL only. Please see the Trustee/administrator forms below for Annuity provider bank details)

Payee: HLAM Office account

Bank: Lloyds Bank PLC

Sort code: 30-92-13

Account number: 00943667

Guides and forms

Countdown to retirement guide

Download

Options at retirement guide

Download

Guide to annuities

Download

Guide to drawdown

Download

Pre-retirement data spreadsheet

Download

Annuity quote request template

Download

Costing quote request template

Download

Transfer-out for immediate benefits (RST) template

Download

Drawdown quote request

Download

Medical questionnaire

Download

HL annuity terms & conditions

Download

Important information about annuities

Download

Processing of personal data

HL takes its responsibilities under data protection law very seriously.

In most cases when we are providing the Retirement Service, HL is a controller of the personal data we process relating to scheme members and beneficiaries.

In situations where we act as a processor for employers or the trustees of schemes, we don’t currently engage any sub-processors to process the personal data of scheme members or beneficiaries on our behalf. We may update this page from time to time if this changes, and will notify users of our Retirement Service in accordance with our terms.

Annuity providers' trustee/administrator forms and bank details

To be completed by the trustee/administrator and emailed to annuities@hl.co.uk once the payment has been made to the member’s chosen annuity provider.