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Personal pensions enquiries form

Are you a financial adviser?

If you're not an adviser then please use our customer enquiry form.

Customer enquiry form  

Use this form to make enquiries about personal pensions.

This form is intended for personal pensions enquiries. Please visit our contact pensions page for more ways to get in touch.

You may also be interested in our online service help and support page for answers about online service, including how to reset passwords.

Personal information collected on this form will be used to administer your request. To understand how we use your information you can read the privacy policy (opens in new window).

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* Indicates a required field

1. How can we help?


2. Your details


3. Client details


4. Your enquiry

To help us investigate your enquiry, please give us as much information as you can.

You can select more than one file at the same time. You can upload a maximum of 10MB at once, regardless of the number of files.


5. Declaration

I confirm that:

  • I'm authorised by my client to submit this enquiry and supporting documentation to you, via this medium, on their behalf; and
  • I've read and agree with the privacy policy (opens in a new window).


More help and support

Literature library

From useful guides to interactive application forms, our literature library is packed with everything you need to support your business and your client conversations.

Browse the library  

Business Support Unit

We offer expert guidance on the industry's leading third-party advice systems and portals, with support from a dedicated business manager.

Get support  

Pension tools and calculators

Our tools and calculators help you to get a personalised view of how different scenarios could affect your client's pension savings and their plans for the future.

Access pension tools