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Workplace pension enquiries form

Are you a financial adviser?

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

Customer enquiry form  

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).

To speed things up, please have this information ready before you start:

  • your contact details
  • client details
  • basic information about your enquiry
  • supporting documentation (if required).

This form is intended for workplace 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.

Start your enquiry

This form should take approx 3 minutes to complete. All fields are mandatory unless marked as (optional).

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How can we help?

Your details

Client details

Your enquiry

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

File uploads

Please upload any accompanying documents to support your enquiry, you can upload a maximum of 20MB.

Allowed file types jpg, png, pdf
Need to upload more files? (optional)
Allowed file types jpg, png, pdf
Allowed file types jpg, png, pdf
Allowed file types jpg, png, pdf

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