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Take all my pension savings in one go (cash‑in)

Take all my pension savings in one go (cash‑in)

Online application to cash-in your pension savings

If you are:

  1. Aged 55 or over,
  2. Have a Phoenix Life pension policy that has a value of £10,000 or under with no guarantees, and
  3. Would like to take all your pension savings in one go.

You may be eligible to use our application process. We’ll just need to ask you a few simple questions to ensure that your policy is eligible and once confirmed it shouldn’t take more than 30 minutes.

If the above is not applicable then please contact us to discuss your options.

Continue to the online application

Contact us to cash-in your pension savings

Please be aware that we are unable to process any requests to access your pension savings via our Contact Centre until we have issued you with a Retirement Pack in writing.

Please select one of the following options:

Option 1: I have not yet received my Retirement Pack:

I would like to request this online

Option 2: I have received my Retirement Pack in the last 6 months:

Contact us to cash-in your pension savings

Online application to cash-in your pension savings

Before we can direct you to the online application that is suitable for your policy we firstly need to establish which of our customer service centres looks after your policy. This is really important as if you were to use an incorrect online application we would be unable to process your claim to cash-in your savings.

Please answer the following question:

Do you have any correspondence/documents from Phoenix Life?

Yes No

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Online application to cash-in your pension savings

Please refer to your Phoenix Life documentation and locate the address, usually on the top right hand corner of the covering letter. Now check the list below and select which City/Town is shown.

It is really important that this is answered correctly as this will help to establish which application is suitable for your policy. If this is answered incorrectly you may use an incorrect online application which would mean we would be unable to process your claim to cash-in your savings.

Glasgow Peterborough

If your correspondence/documentation includes a City/Town that is not detailed above then you will need to contact us to cash-in your savings online.

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Online application to cash-in your pension savings

Thank you. We now know which online application is suitable for your policy.

Before we take you to the online application we need to make you aware that we are unable to process any requests to access your pension savings, either through the website application process or via our Contact Centre, until we have issued you with a Retirement Pack in writing.

Please select one of the following options:

Option 1: I have not yet received my Retirement Pack:

I would like to request this online

Option 2: I have received my Retirement Pack in the last 6 months:

I would like to see if my policy is eligible for the online application

Alternatively please contact us to discuss your options.

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The policy you previously selected indicates that you are a customer. Are you sure you wish to select ?

Yes No

Online application to cash-in your pension savings

Before we can direct you to the online application that is suitable for your policy we firstly need to establish which of our customer service centres looks after your policy. Please enter below the name of the company your policy was with before it became part of Phoenix Life e.g Cornhill, or select your provider by clicking on full list.

It is really important that this is answered correctly as this will help to establish which application is suitable for your policy. If this is answered incorrectly you may use an incorrect online application which would mean we would be unable to process your claim to cash-in your savings.

  • Alba Life
  • Alba Life Limited
  • Allianz Cornhill
  • Allianz Cornhill Insurance plc
  • Beacon Insurance Company Limited
  • Blackburn Assurance Limited
  • Blackburn Philanthropic Burial Society
  • Bradford Insurance Company Limited – pensions
  • Bristol West of England and South Wales Friendly Collecting Society
  • Britannia Life Association of Scotland
  • Britannia Life Limited
  • Britannic
  • Britannic Assurance Company Limited
  • Britannic Assurance plc
  • Britannic Retirement Solutions Limited
  • Britannic Unit Linked Assurance Limited
  • British Legal Life Assurance Company Limited
  • City of Birmingham Friendly Society
  • Crescent Life
  • Crusader Insurance Company Limited
  • Crusader Insurance plc
  • Ebor Phoenix Assurance Company Limited
  • Foreman & Staff Mutual Benefit Society
  • FS Assurance Limited
  • Globe Insurance Company Limited
  • LAS Investment Assurance
  • LAS Pensions Management
  • Law Union & Rock Insurance Company Limited
  • Life Association of Scotland Limited
  • Liverpool London & Globe Insurance Company Limited
  • Lloyds Life Assurance
  • London Assurance
  • London Life
  • London Life Limited
  • London Life Linked Assurances Limited
  • Loyal Endeavour Friendly Society
  • National Friendly Collecting Society
  • National Provident Life Limited
  • NPI and National Provident Life
  • NPI Limited
  • Pearl Assurance
  • Pearl Assurance (Unit Funds) Limited
  • Pearl Assurance (Unit Linked Pensions) Limited
  • Pearl Assurance Limited
  • Pearl Assurance plc
  • PFM Assurance Limited
  • Phoenix & London Assurance Limited
  • Phoenix Assurance Limited
  • Phoenix Assurance plc
  • Phoenix Life & Pensions Limited
  • Pioneer Life Assurance Company
  • Pioneer Mutual Insurance Company Limited
  • Preston Philanthropic
  • Prolific Life & Pensions Limited
  • Property Growth Assurance Company
  • Property Growth Pensions and Annuities Limited
  • Provincial Life Assurance (Pensions) Company Limited
  • Provincial Life Assurance Company Limited
  • Provincial Pensions Limited
  • Royal & Sun Alliance
  • Royal & Sun Alliance Life & Pensions Limited
  • Royal & Sun Alliance Linked Insurances Limited
  • Royal Co-operative Benefit Society
  • Royal Co-operative Collecting Society
  • Royal Heritage Life Assurance Limited
  • Royal Insurance (1968 Fund) Limited
  • Royal Insurance Company Limited
  • Royal Life (Unit Linked Assurances) Limited
  • Royal Life (Unit Linked Pension Funds) Limited
  • Royal Life Insurance Limited
  • Scottish Mutual
  • Scottish Mutual Assurance Limited
  • Scottish Mutual Assurance plc
  • Scottish Mutual Assurance Society
  • Scottish Provident
  • Scottish Provident Assurance Limited
  • Scottish Provident Institution
  • Scottish Provident Limited
  • Scottish Provident Managed Pension Funds Limited
  • Scottish Temperance and General Assurance Company Limited
  • Scottish Temperance Life Assurance Society
  • Stamford Mutual Insurance Company Limited
  • Sun Alliance and London Assurance Company Limited
  • Sun Alliance Linked Life Insurance Limited
  • Sun Alliance Pensions Limited
  • Swiss Life (UK)
  • Swiss Life (UK) plc
  • Swiss Pioneer Life plc

    If your previous policy provider is not shown in the above list then please contact us.

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