Services for Individual and Personal Clients
We are able to assist you with all aspects of your pension plan or trust, whether it be changes to your personal details, nomination of your beneficiaries or changing your adviser.
Your personal details
It is important that your personal details, such as your Proof of Address, are up to date. This is to ensure that we are able to contact you or your beneficiaries as the need may be.
Check your details
Update your personal details
To update your personal details, download the following form:
Payments and Benefits
If you would like to receive pension benefits or plan to make an additional contribution, the below forms may be of assistance:
Change or appointment of an Adviser
If you would like to appoint a new Financial/Investment Adviser to your Plan or change your current Adviser, please complete the following form:
Member Directed Investing
If you have chosen to manage your Plan’s investments yourself, you are able to apply for this by completing the following form:
Licensee Directed Investing
Many clients prefer the Trustees to take responsibility for the investments. If this is of interest to you, please see below a link to our Licensee Directed Investing Guide.