We’ve created some short video guides to help you complete our Retirement Claim forms and make it easier for you and for your customers who are retiring.
These video guides will take you through the claim forms, focusing on sections and questions that are often overlooked. They highlight where additional documentation can be needed, which on receipt, helps us to deliver your customers retirement funds quickly and efficiently.
There is a video guide for each of the following Retirement Claim Forms:
- Executive Pension – View here
- Group DC Retirement Plan – View here
- Group AVC Plan – View here
- Personal Retirement Bond (PRB) – View here
- Appendix form – accompanies all claim forms for purposes of recording details of other pension arrangements – View here
The videos are between two and five minutes long and can be reviewed at any time, so why not take a look before meeting your customer to discuss their retirement options.