Aged 55 or over and ready to take your benefits?

Aged 55 or over and ready to take your benefits?

If you’re aged 55 or over and are ready to explore taking your benefits from the Plan, you’ll need to contact Trafalgar House, the Plan’s administrators for a retirement and transfer quote.

We strongly recommend you then engage with Origen as early as you can, once you’ve received your retirement quote.

As a guide, you should ideally have at least 10 weeks of your transfer value guarantee period remaining when you contact Origen for the first time. This is to help make sure that, if you’re interested in transferring your benefits to another provider, you can do so within the three-month guarantee period provided in the retirement pack sent to you by Trafalgar House.

If you have less than 10 weeks of your guarantee period left, we recommend that you contact Origen to agree appropriate next steps. You should also note that Origen will only process a transfer of your benefits if this is in line with their advice.

To use the service, please see the ‘How do I use Origen’s service?’ section below.