Pension Wake Up Pack

Published / Last Updated on 17/07/2019

You will receive a Pension Wake Up Pack when you are close to your retirement age usually issued 4-10 weeks before retirement date.

It will:

  • Explain your retirement options.
  • Explain what an annuity is.
  • Explain how to shop around and the advantages and disadvantages of shopping around.
  • Explain how to shop around.
  • Explain how to get financial advice.

With effect November 2019 Wake Up Packs to be issued:

  • At age 50.
  • Every 5 years thereafter until retirement age.
  • Every time you request a quotation or illustration.
  • Every time you request a transfer value.

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