If you are:
- Aged 55 or over,
- Have a Phoenix Life pension policy that has a value of £10,000 or under, and
- Would like to have the entire amount paid out in a single lump sum,
You may be eligible to use our application process on this website. 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 20 minutes.
If the above is not applicable then please contact us to discuss your options.
Firstly we need to understand whether you have already received a Retirement Pack from us in the last 6 months detailing your up to date policy value and the options that are available to you.
Please be 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
Option 3: I have received my Retirement Pack in the last 6 months:
I would like to contact the Contact Centre