Document Library

The Retirement Account Documents

40-002 - 02 16 - The Retirement Account quote request form

40-025 - 02 16 - The Retirement Account Technical Summary

40-102 - 02 16 - The Retirement Account Investment Fund Summary

40-940 - 09 15 - The Retirement Account Key Features

40-100 - 09 15 - The Retirement Account Customer Brochure

40-044 - 10 15 - The Retirement Account Policy Terms and Conditions

40-150 - 09 15 - The Retirement Account application form

40-048 - 02 16 - The Retirement Advantage Financial strength

40-003 - 09 15 - The Retirement Account Fund switch form

40-011 Expression of wish form

Guaranteed Annuity Documents

21-940 05 15 - Guaranteed Annuity - Key Features

21-035 05 15 - Guaranteed Annuity - Policy Terms and Conditions

21-100 05 15 - Guaranteed Annuity - Customer brochure

Flexible Income Annuity Documents - Now closed to new business - Find out more 

22-940 05 15 - Flexible Income Annuity - Key Features Document

22-037 05 15 - Flexible Income Annuity - Terms and conditions

22-116 05 15 - Flexible Income Annuity - Switch Authority Form

22-132 11 15 - Flexible Income Annuity - your statement explained

22-149 05 15 - Flexible Income Annuity - Change of income form

22-182 09 15 - Flexible Income Annuity - Advisor fund switch authority form

22-185 - Flexible Income Annuity annual statement and income review explained

Annuity Documents (Applicable to both Annuity products)

25-184 05 15 - Annuity Payment Authority

25-183 05 15 - Annuity death benefit payment authority - Form

25-179 05 15 - Expression of wish form

25-190 05 15 - Request for settlement of a claim - Intestate

25-181 05 15 - Death benefit questionnaire

25-021 Guaranteed Annuity right to cancel

Equity Release Documents

30-012 08 17 - A Guide to Equity Release

30-060 10 17 - A Guide to our Second Home and Buy to Let Products

30-195 01.17 Home Truths - Why thinking differently about property and pensions will help retirement

30-007 08 17 - Our Charges

30-031 05 15 - A guide to the use of your personal data