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.