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Bank details and forms library

Bank details

(For payments to Hargreaves Lansdown)

Payee: HLAM Office account

Bank: Lloyds Bank PLC

Sort code: 30-92-13

Account number: 00943667

Retirement Service forms library

Guide to annuities

Download

Important information about annuities

Download

HL annuity terms & conditions

Download

Annuity quote request template

Download

Transfer-out for immediate benefits (RST) template

Download

Costing quote request template

Download

Medical questionnaire

Download

Pre-retirement data spreadsheet

Download

Countdown to retirement guide

Download

Options at retirement guide

Download

Guide to drawdown

Download

Drawdown quote request

Download

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.

We currently use no sub-processors in providing the service.