Guide
Forms and documents for Individual Pensions (former Equitable Life)
Last edited: 10/11/2026
Before making decisions about your pension savings, please consider getting guidance or financial advice.
Guidance
Your can contact Pension Wise, a free and impartial government service that helps you understand what you can do with your pension pot money.
https://www.moneyhelper.org.uk/en/pensions-and-retirement/pension-wise?
Financial advice
You can find a regulated financial adviser from the MoneyHelper Retirement Adviser Directory.
General Information Leaflets
General Information Leaflet - Individual Pension Plan
General Information Leaflet - Managed Pension Plan
General Information Leaflet - Utmost Drawdown Plan
General Information Leaflet - Money Purchase Transfer Plan
General Information Leaflet - Wind Up Policy/Transfer Plan with Guaranteed Minimum Pension
General Information Leaflet - Wind Up/ Transfer Plan with no Guaranteed Minimum Pension
Claims
Transfers in - Consolidation
It may be possible to consolidate pensions held with other providers into an existing JAB Personal Pension Plan, Retirement Annuity or Free Standing AVC Plan. Click here for more information about this. If this is something you are interested in, you can find all the information you need in the Guide and Transfer Information Form linked below:
Your Guide to Pension Consolidation
Transfers Out
Transfer Form - all pensions other than exceptions below
Transfer Form - Occupational Pensions
Transfer Form - Utmost Drawdown & Managed Pensions
Other forms
Confirmation of Guidance or Advice Form
this form is needed for certain transfers, please see payment forms for details
Pre 6 April 2006 HMRC limits Form
If the claim form you require is not shown or you require retirement forms please Contact Us.
Other
Nomination of Beneficiaries Form
Utmost Drawdown Plans set up from March 2020 - Change In Investment Pathways Form
If the form you require is not shown please Contact Us