Accessing your pension

Your pension check.

Complete the form below in full and click submit. This gives us your permission to begin our initial investigation into your pensions. You will receive a welcome pack explaining exactly how this works and what happens next.

Note: We are unable to advise on the state pension or any pension you are already taking an income from.

About you

Fields marked with* are required

Your title*

First name*

Surname*

Email*

Please note that we may send sensitive information to this email address

Please correct the highlighted fields

Your pension plan details

Please list all of your pensions, including your current workplace indication of current workplace pension one.

Add a pension

Please select at least one pension provider

Save for later

Identification

When contacting your provider(s) we need to provide the following information for identification

Your address

EDIT ADDRESS

LOOKUP ADDRESS

Find your address:
Type in your postcode or start typing your address then select from the drop-down list

Enter manually

Address line 1*

Address line 2

Address line 3

Town*

County*

Postcode*

Additional information

Phone*

In case we have any questions

National Insurance Number*

Date of birth*

Please correct the highlighted fields

Save for later

..and Finally

Please select one option

Provide Pension Access with information only

With this option we will request the information we need from your provider and wait for them to send it back to us. This can take longer to receive.

If no option is chosen we will assume information only

Provide Pension Access with full servicing rights

With this option we will only access the information we need electronically with many providers, significantly speeding up the process.

Sign to approve

Click to sign

Please add your signature above

Save for later

Summary & Submit

Make changes...

Here is a summary of your application. Please check the details and click submit to proceed

Your personal details

Address

National Insurance No.

Date of Birth

Phone

Your pension plan details

Pension provider

Plan number (if known)

Search permission

Please provide Pension Access with information only

Sign and date

To the provider / Trustee / (ex)Employer: I authorise you to provide Harbour Rock Capital Limited of Affinity House, Beaufort Court, Rochester, Kent, ME2 4FD with assistance and information relating to all policies held.

SignatureSigned digitally

Date

Sorry, your form contains errors, please correct the highlighted fields above

Save for later

Safety Padlock Your information is safe with us. Our calls are recorded for regulatory, legal and training requirements. Please see our privacy notice for information on our data practices here

Your pension check.

Please Wait..