Taking savings from your Ready-Made Pension

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Before you begin this process, please ensure your contact details are up to date through Online Banking including your telephone number.  ​

​This is required for security reasons, as we’ll send you a One Time Password to your registered telephone number so you can access the form we require  you to complete.
 


Taking money from your pension is an important decision. Pension Wise provides free, impartial pension guidance that will help you understand your overall financial situation. ​

During a Pension Wise appointment, an independent pension specialist will​: 

  • explain your pension options;​
  • explain how each option is taxed; and​
  • tell you what your next steps are.​

If you’d like us to set up an appointment with Pension Wise before you begin this process, please call us on 03301 233 269 (Halifax) / 03301 235 521 (Bank of Scotland) / 03301 233 268 (Lloyds Bank)​.

If you have a pension wise appointment booked please wait until your appointment has taken place before submitting the form on the next page.


Please don’t complete this form if you are seriously ill and intend to draw down benefits under ‘ill health early retirement’ rules – give us a call​

​If you’re suffering from serious ill health you may be able to take your pension as a full lump sum, tax free. Serious ill health means you receive a terminal diagnosis of 12 months or less.​

​If this applies to you, please call us on 03301 233 269 (Halifax) / 03301 235 521 (Bank of Scotland) / 03301 233 268 (Lloyds Bank) and we’ll take you through your pension options. We’re available Monday to Friday, 9am-5pm.​
 


Please note; as per the account terms and condition we may request extra identification or information about any transactions made on the Account.
 


Click get started below to start the process of taking savings out of your pension.


 

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Step 1 of 2: Confirm your details


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Step 2 of 2: Review your details


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Name:                                                     ##title## ##first_name## ##surname##

Pension account number:                    ##pension_acc_number##

Retiring early due to ill health:           ##retire_ill_health##

 

 

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