Upload your pension
information form

The safer, quicker and easier way to start your pension check
We are authorised and regulated by
the Financial Conduct Authority
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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 only use the details you submit to get the information we need from your current providers to review your pension. We are authorised and regulated by the Financial Conduct Authority and 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
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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
© 2024 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 in the post
Note: We are unable to advise on the state pension or any pension you are already taking an income from.

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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

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