You will need to send us a written instruction signed by all plan owners confirming that you wish to make a withdrawal or surrender your plan.
As a financial services company we must follow Anti Money Laundering law. This means we need you to send us documents to check that you are who you say you are. Doing this also helps to protect you from fraud.
To help us do this and make your payment as quickly as possible, please send us:
- A copy of your passport or driving licence.
- If your address has changed in the last year – a utility bill or bank statement dated within the last 6 months.
- If you want your withdrawal/surrender paid to a bank account other than the one we are taking your payments from then we will also require a bank statement for this account.
- For convenience you can also download our withdrawal form.
If there are two people named on the plan we will need these documents for you both.
Need more information? – contact us here.