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How to make a claim

Making a claim is easy. Let us know what you want to do and we'll send you everything you need to make the claim.

If you're considering making changes to your plan, we always recommend you speak to your adviser before taking any action.

Types of claims

These are examples of the types of claims you may want to make and details on want you need to do.

Protection claims Pensions claims Investment claims
  • Death claims
  • Income protection claims
  • Critical illness claims
  • Waiver of payment claims
  • Transfers out
  • Taking benefits - tax free cash and retirement income
  • Regular cash withdrawal
  • Partial cash in
  • Full cash in
  • Plan at end of term

» More details

» More details