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.
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.