Retirement Service – Useful Information
(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
Options at retirement guide
Guide to annuities
Guide to drawdown
Pre-retirement data spreadsheet
Annuity quote request template
Costing quote request template
Transfer-out for immediate benefits (RST) template
Drawdown quote request
HL annuity terms & conditions
Important information about annuities
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.