Useful forms and guides

Customer Forms
Inform us of a change in your address and/or contact details If you change your contact details we will need to know so we can update our records.
Inform us of a change to your bank details Please let us know if you have changed your bank details.
Inform us of a change to your marital status or your name Please let us know if you have changed your name and/or your marital status has changed.
Request a copy P60 This is for a previous tax year or a statement of payments for the current tax year.
Expression Of Wish Form - Pension Annuity You can use this form to nominate beneficiaries for your Pension Annuity.
Expression Of Wish Form - Fixed Term Annuity You can use this form to nominate beneficiaries for your Fixed Term Annuity.

If you change your contact details we will need to know so we can update our records.

Please let us know if you have changed your bank details.

Please let us know if you have changed your name and/or your marital status has changed.

This is for a previous tax year or a statement of payments for the current tax year.

You can use this form to nominate beneficiaries for your Pension Annuity.

You can use this form to nominate beneficiaries for your Fixed Term Annuity.

Useful links and guides
Lifetime Mortgages - Helping you through This is a link to our Lifetime mortgage helping you through bereavement guide.
Little Book of Cyber Scams Opens a guide to avoiding cyber scams, courtesy of Operation Sterling, Metropolitan Police Service.
Little Book of Phone Scams Opens a guide to avoiding phone scams, courtesy of Operation Sterling, Metropolitan Police Service.
Plan your retirement income This is a link to the GOV.UK website which has information on planning your retirement income.
Avoiding Scams Opens Age UK's guide to avoiding scams.