What Happens Next?

1. Review Your Retirement Quote

Your retirement quote pack provides details of the options available to you and any forms you need to complete.

Take time to review the information carefully and consider any financial guidance or advice you may require before making your decision.

2. Complete and Return Your Forms

If you decide to proceed, you'll need to complete the retirement forms included in your quote pack and return them to us.

We'll review the information you've provided and contact you if we need anything further.

3. Verify Your Identity

As part of the retirement process, you will be asked to complete an identity verification check. This helps us protect your benefits and ensures payments are made securely to the correct person. Most checks can be completed online in just a few minutes.

You will be asked to:

  • Upload a photo of the photo page of your passport or driving licence.
  • Take a selfie photo.

Step by step guidance on completing the online identity verification process can be found here. 

If you're unable to complete the online identity verification process, please contact us and we'll discuss alternative options.

4. Benefit Payment

Once we've received all required documentation and completed any necessary checks, we'll finalise your retirement and arrange payment of your benefits.

We'll confirm when your pension has been set up and provide details of any lump sum payment and ongoing pension payments due to you.

Why Do We Verify Identity?

Unfortunately, pension scams and fraud are becoming increasingly common. Identity verification helps us protect your pension savings by ensuring that benefits are only paid to the correct person.

The process is secure, straightforward and designed to help keep your pension safe.

Need Help?

If you have any questions about your retirement options, completing your forms or the identity verification process, please contact your administration team. You can find their details on the Contact Us page of this site. We're here to help guide you through every step of the process.