Request plan information

All fields are mandatory.

Please complete this form to request a summary of information about your plan.

A standard plan summary includes:

  • Current fund value
  • Regular payment amount and frequency
  • Investment fund(s) and details of your units in each fund
  • Payments made in the current tax year
  • Withdrawal history (if applicable)

Depending on the type of product you hold, your plan summary may contain different or additional information that is specific to that product. 

Please note: we can only accept requests made by the plan holder.

If the information that you require would not be included in a standard plan summary please contact us either via the Financial Services Customer Services web form or by calling 0800 622 323.

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By submitting this form, you are happy for us to contact you regarding your enquiry. 

To find out more about how we use your personal information, please read our Privacy Policy Information