We always put our customers at the heart of everything we do. As part of the Financial Conduct Authority’s (‘FCA’) Consumer Duty we work together with your adviser to ensure that you receive the best possible outcomes.
We understand that some customers have circumstances which may impact how they communicate with us. If this is something which is relevant to you, get in touch with us to explain how we can help and support you better.
Depending on your circumstances, we may be able to provide written communications in a different format and change the way we speak to you when you contact us. We can also contact you more regularly if that is something that will help.
Some other reasons for getting in contact with us might be:
Making our website accessible:
Our products are available through financial advisers. If you don’t already have an adviser, we can help you find one.
We understand that some clients may need alternative communication methods, such as large print, braille, or telephone support. If you require assistance, you can call your Customer Service Manager, our general telephone number or complete the contact form below and we will be pleased to help you.
It may be possible to access your pension funds early depending upon your particular circumstances. In the first instance, please contact your financial adviser. If you do not have an adviser, you can call your Customer Service Manager, our general telephone number or complete the contact form below and we will be pleased to help you.
Pension Wise is a part of the Government’s Money Helper service; it offers all sorts of guidance including one on one meetings. Please visit Pensions and retirement | Help with pensions and retirement | MoneyHelper for further information.
If you’re going through a divorce in the UK, your share of the SSAS (Small Self-Administered Personal Scheme Pension), can be included in any financial settlement with your ex-spouse. This will be determined between you, your ex-spouse, legal representatives and if necessary, the court. Further information can be found here: How getting divorced affects pension and retirement income | MoneyHelper
Yes, in certain circumstances, a trustee can delegate their trustee functions to an attorney for a maximum of 12 months. This delegation must be done by a deed and requires notifying co-trustees and beneficiaries. It’s crucial to ensure the delegation doesn’t conflict with the trust deed or the beneficiaries’ rights. In the first instance, please contact your financial adviser. If you do not have an adviser, you can call your Customer Service Manager, our general telephone number or complete the contact form below and we will be pleased to help you.
Our UK opening hours are 9am to 5pm, Monday to Friday, excluding bank holidays.
