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.