Accessing your pension

Thinking about pension cash

from the age of 55?

Take control with a pension check that won’t cost you a penny

Get started today

Taking pension money early is not right for everyone as it will leave you worse off in retirement. Also, tax treatment depends on your circumstances and is subject to change. That’s why it makes sense to get help from a regulated specialist.

What you will get from your pension check

Find out if you can withdraw money early from your specific pension
Discover how much your tax-free lump sum could be worth
Get an overview of your options from one of our financial advisers

All without a penny to pay.

After that we will let you know how much it would cost for full advice. You can then choose to go ahead or walk away, better informed and with nothing to pay.

Get started today

“They helped me to release a tax-free lump sum. This helped me and my family become debt free, and I had money left over.”

Kevin, Somerset

How to start your pension check today

Complete and submit the form below. This simply enables us to gather the information we need to check your pension. It does not commit you to a thing.

We follow strict rules around protecting our clients’ data.

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

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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

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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

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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

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

What you will get from your pension check

How to start your pension check today

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