Please note you can only request your retirement pack if you’re at least 54 years and six months old. If there are special circumstances for requesting it sooner, like ill health or a protected retirement age, please call us.

Requesting your pack

We’ll send your retirement pack automatically, usually about six months before your chosen retirement date.

If you would like to receive a personal retirement pack from us detailing your up to date policy value and the options that are available to you, then you can request this via the options below.

  • MyPhoenix

    The quickest way to receive your retirement pack is by requesting through MyPhoenix.

  • Online form

    You can request your pack by filling in our retirement pack request form.

  • Phone

    Alternatively please contact us to speak with our customer service team who will be able to deal with your enquiry.