Pension Transfers Enquiry

If you require a quote urgently please ring us on 0845 365 2410 quoting ref WS9.

Contact Information

	*Your Email:
	*Telephone No:
	*Your Title:	Mr Mrs Miss Ms
	*Forename:
	*Surname:
	*Address 1:
	Address 2:
	*City / Town:
	County:
	*Post Code:
	*Your DOB:	/   /
	*Retirement Date:	/   /

We Can Call You (optional)

If you would like to discuss your pension transfer options you can call us, or we can call you between 10am - 6pm Tuesday To Friday.
	Phone:
	Please call at:	:

Pension Type (complete in all cases)

What type of pension scheme is this:
	*Pension Type:	Personal Pension Stakeholder Retirement Annuity Final Salary Scheme Money Purchase Section 32 Buyout Executive Pension FSAVC AVC
What is the transfer value for the pension scheme (please note £10,000 minimum):
	*Transfer Value
*What are the reasons for wanting to transfer (please tick relevent boxes):
	Poor provider financial strength:
	Uncertain about final salary scheme:
	Poor fund performance:
	High management charges:
	Want more control of funds:
	Uncertain about with-profit returns:
	Other Reasons:

Further Comments (about your specific case etc.)

* Please note the fields with a red asterix are required to process your application.

Notification under the Data Protection Act 1998

We may use the personal details you give us, or which are supplied by third parties to:

• provide you with quotations;
• administer your policy;
• support the development of our business by including your details in client surveys; or
• assist in market research.

We have a documented set of practices in place to ensure that confidential information (including medical, lifestyles and genetic) about our clients is held securely, for details please click here.

We may also share these details with other insurance organisations to help offset risks, help administer your policy, handle claims and prevent frauds.

We will store your details on computer but will not keep them for longer than necessary. Under the terms of the Data Protection Act 1998 you are entitled to a copy of all the information we hold about you for which a reasonable fee may be charged.

Other than the Applicant section we require all details on this form to provide you with an appropriate quote, you do not have to provide all the applicant details; however we obviously need at least one contact method to get back to you.

For more details or any enquiries please contact: