Pension Access
Tax treatment depends on your circumstances and is subject to change

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information form

The safer, quicker and easier way to start your pension check
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New system

If you prefer, we're now trialling a new system. You can submit your pension information form fully online here.

Alternatively, you can still upload your form by following the instructions below

Need a new form? You can download it here.

If you would like further information on how we handle your data, please see our privacy policy at www.pensionaccess.co.uk/privacy

Upload form

Get started for free

Step 1

Step-1
Complete the form, including your National Insurance number, and sign and date it1.

Step 2

Step-2
Place the form on a hard, flat surface, holding your camera/phone directly over the form.

Step 3

Step-3
Take the photo, using a flash if necessary, making sure the photo captures all of the form, including the section in the top left that says our special codes.

Step 4

Step-4
Now send us the photo of your completed form using the secure upload form section below.
¹We comply with GDPR and Data Protection Act regulations.

What you will need to return to us in the post

Please return the completed, original form to us as soon as you are able to, even if that is a few days or weeks down the line. If you have received an information pack from us, it should include a prepaid envelope. If you need a prepaid envelope, call 0800 009 3388 and we’ll pop one in the post to you.

Strength in numbers

Thousands of people trust us to manage £½ billion of their pension savings

Every 58 minutes someone asks us for help with their pension

97% of reviewers on reviews.co.uk recommend us
0800 009 3388
Mon-Fri 8am-4pm

Information on Pension Access
Legal
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This website is aimed solely at UK investors subject to the UK tax regime.
Pension Access is a trading name of Harbour Rock Capital Limited which is registered in England & Wales as a Limited Company, No. 10290349. Authorised and regulated by the Financial Conduct Authority, No. 754580. Registered Offices: Affinity House, Beaufort Court, Sir Thomas Longley Road, Rochester, Kent, ME2 4FD. Telephone: 0800 009 3388. Email: pensionaccess@harbourrockcapital.co.uk
© 2025 Pension Access. All right reserved.
What's in your info pack?
Your FREE information pack contains all the information you need to make an informed decision on wheter or not taking tax free cash from your pension is right for you.
Get your Free Info Pack
Complete the form and we'll send you an information pack
Note: We are unable to advise on the state pension or any pension you are already taking an income from.

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    Where should we send your info pack?

    Please complete your details below and we'll send your information pack in the next available post

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    Keeping in touch

    We'll send you updates by email or text message. One of our specialists may call, just in case you have any questions about your pension. We’re big believers in never bombarding people with calls.

    Safety PadlockYour 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

    PRIVACY POLICY

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