Once you have decided how you’d like to receive your pension, you’ll need to complete a retirement options form.

On this page you can download the relevant form and email to Equiniti, the Plan’s Administrator, for them to action.

Please note, that you should only complete a form if you have received a retirement or transfer quotation from the Plan.

Remember, if you have what is classed as a ‘small pot’ transfer value and have been sent a quotation with this amount, you have the option to take this money as a lump sum.  Your transfer value will be less than £10,000.

You can use the following decision tree to decide whether you should download a form, and which one you should download.

Decision tree


Are you sure you would like to download a form?

Please ensure you've completed the decision tree above before downloading and completing one of the following forms.