Claiming your pension pot
I’m moving overseas – how do I take my pension?
Whether you’re moving abroad temporarily or permanently, you’ll still need to be old enough under UK pension rules to access …
How long will it take to receive my pension money?
Once you’ve let us know you want to take your savings by submitting the relevant forms (either online or by …
Why do I need to complete a risk warning questionnaire?
Due to regulations we have a duty to ask you to consider a number of risk factors when you access …
Why have I been taxed and why is it so much?
Under HM Revenue & Customs (HMRC) rules, pensions are classed as earned income and have to be taxed under Pay …
Can I contact HM Revenue & Customs before the end of the tax year, so that they can consider my tax position immediately?
Yes, you must complete one of the following relevant forms available from www.gov.uk/claim-tax-refund/you-get-a-pension: Form P50Z if you have no other income …
I’ve been made bankrupt – what would happen to my pension?
If you’ve been declared bankrupt on or after 29 May 2000, your pension pot is protected against any claim by …
I’m accessing my pension, what do you require to verify my identity?
To verify your identity, we require evidence of your bank account. For this, we need a copy of a full …
Where can I find my customer number?
Your customer number is a 7 or 8-digit number. When your employer signed you up to The People’s Pension, we’d …
Can details of my pension pot be disclosed to a third party (IFA, spouse etc)?
Details of your pot can only be given to a third party where you’ve given your authority. If anyone other …
Where do I send my pension claim form?
If you have a vulnerability or disability which stops you from being able to request to take your pension money …