The following forms allow us to collect the basic personal details we need and obtain your permission to contact your pension providers on your behalf. This helps us locate your pensions, request up-to-date information, and provide you with an accurate overview of your retirement savings. We will never make changes to your pension without your explicit instruction, and all information you provide will be handled securely and in line with UK data protection regulations.
✅ Read, agree and sign a privacy policy
✅ Enter some personal details
✅ Tell us about your pension(s)
✅ Verify your identify (passport & selfie)
✅ Read, agree and sign a disclaimer & consent
You are about to provide important personal information and authorisation for us to request pension details from your existing providers. This information is required so we can identify your policies and obtain accurate, up-to-date data directly from your pension schemes. Please read the accompanying notices carefully before signing, and ensure the details you provide are correct.