For advisers

We send personalised mailings to customers as they approach their chosen retirement date. The mailings inform them of the main pension benefit options available, and how to get help taking this important decision.  The main packs are shown below.

Please note

The items on this page are intended to give advisers a sample of our pre-retirement communications. The actual mailing received by your client depends on the contract held and may differ from the example shown above as a result. Please contact us if you have any questions.