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Claiming your pension pot

Can I continue to work after claiming my pension?

  You may think that retirement is simply stopping work at 65 and taking your pension. Not at all. You …

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Will claiming my pension affect my State Pension?

  Your State Pension is based on your National Insurance contribution history, and is separate from any of your private …

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Do I pay income tax when I’m retired?

  If your income in retirement (whether it’s paid from a pension, a part-time job or your investments) is above …

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How do you return my original documents?

  When we receive an original document such as driving licence, birth/marriage certificates, and passport for example, we’ll return them …

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Can you pay my claim into my carer’s bank account?

  Unfortunately, due to our money laundering procedures we can’t do this. Please provide us with bank account details for …

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What documents do you need to prove my bank account?

We require evidence of your bank account which could be either a copy of a bank statement (PDF version is …

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Why do you need proof of my bank account?

  We need proof of your bank account as it’s an anti-money laundering requirement and it also ensures that your …

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Why do you need ID to pay my claim?

  Under anti-money laundering legislation we have to obtain identification from all claimants before payment is made, as we could …

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How long can you accept my claim form for?

  We can accept claim forms that are dated within the last six months. If forms have been dated over …

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I’m moving overseas – how do I claim my pension?

  We can’t pay pensions into an overseas bank account – we’ll need to make any payment to you into …

View full answer >>
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Claiming your pension pot

Can I continue to work after claiming my pension?

  You may think that retirement is simply stopping work at 65 and taking your pension. Not at all. You …

View full answer >>

Will claiming my pension affect my State Pension?

  Your State Pension is based on your National Insurance contribution history, and is separate from any of your private …

View full answer >>

Do I pay income tax when I’m retired?

  If your income in retirement (whether it’s paid from a pension, a part-time job or your investments) is above …

View full answer >>

How do you return my original documents?

  When we receive an original document such as driving licence, birth/marriage certificates, and passport for example, we’ll return them …

View full answer >>

Can you pay my claim into my carer’s bank account?

  Unfortunately, due to our money laundering procedures we can’t do this. Please provide us with bank account details for …

View full answer >>

What documents do you need to prove my bank account?

We require evidence of your bank account which could be either a copy of a bank statement (PDF version is …

View full answer >>

Why do you need proof of my bank account?

  We need proof of your bank account as it’s an anti-money laundering requirement and it also ensures that your …

View full answer >>

Why do you need ID to pay my claim?

  Under anti-money laundering legislation we have to obtain identification from all claimants before payment is made, as we could …

View full answer >>

How long can you accept my claim form for?

  We can accept claim forms that are dated within the last six months. If forms have been dated over …

View full answer >>

I’m moving overseas – how do I claim my pension?

  We can’t pay pensions into an overseas bank account – we’ll need to make any payment to you into …

View full answer >>