Help for existing customers

For most of our products, the quickest and easiest way to view both your latest and historical P60's is through our online service.

If you’re not registered, all you’ll need is your policy number which can be found on any letter we’ve sent you.

It will be available through our online service for registered users from around 1 week after the end of the tax year. If you're registering for our online service for the first time, please allow 48 hours for it to be available.

Otherwise, we'll post your end of year tax certificate (P60) by 31 May each year.

If you've lost your P60, you can send us a secure message to request a copy.

We understand that you may be going through a difficult time and so we want to make dealing with us as simple as possible.

If someone has passed away, let us know by completing our online form or by calling us.

For most of our products, your annual statement and latest valuation can be found easily through our online service. If you’re not registered, all you’ll need is your policy number which can be found on any letter we’ve sent you.

For most of our products, the quickest and easiest way to update your address is through our online service. If you’re not registered, all you’ll need is your policy number which can be found on any letter we’ve sent you.

If you purchased your pension originally through Scottish Amicable, then you may be able to change your retirement date online. If you’re not registered, all you need is your policy number which can be found on any letter we’ve sent you.

Once online, simply access your Pension Plan Overview and click on ‘Selected retirement age’. If you’re eligible, it will let you change the date. If not, there is a contact number to call us.

For most of our products, you can send us a secure message with your new details, through our online service.
If you'd prefer, you can fill in and complete a direct debit form and send it back to us.

Please ensure any updated bank details reach us at least 10 working days before any payment is due.

If you're thinking about taking a lump sum from your bond, the easiest way is usually through our online service. If you’re not registered, all you’ll need is your policy number which can be found on any letter we’ve sent you.

It’s important that you understand all your options and the impact of any changes you make. Please read the important considerations page before you make any changes. You’ll also find our contact details here. We always recommend you speak to your financial adviser before making any changes to your investment.

If you don’t have a financial adviser, you can find one at unbiased.co.uk

We recommend that you carefully consider your options, including your tax position, before accessing your pension savings.

Taking money out is a big decision and one that’s best made with an adviser.

If you don’t have a financial adviser, you can find one at unbiased.co.uk

Before you can top-up your personal pension plan, there are certain conditions which need to be met before you can make any changes.

We recommend you get financial advice to help you make decisions about your pension savings and your retirement options. If you don't have a financial adviser you can find one at unbiased.co.uk

We’ll send you a guide to your retirement options around 6 months before your selected retirement date.

Taking money out is a big decision and one that’s best made with an adviser.

If you don’t have a financial adviser, you can find one at unbiased.co.uk

Before you can manage Prudential policies or investments on behalf of someone else, we’ll need to check the power of attorney you hold, your details and the details of the policy holder.

We can help if you're looking for a policy either for yourself or a family member.