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Employer forms

Forms you need to manage a member’s pension record.


Employers should use Pensions Online (POL) to produce an estimate where possible.

If you don’t have access to POL or you need a manual calculation, you can use these forms:

Request for an estimate of benefits (AW295) (Word: 266KB)2015 Scheme - Request for an ill health or redundancy estimate of benefits (AW295) (PDF: 261KB)

Protection of Pay

For all protection of pay and voluntary protection of pay requests

Please read the factsheet before making an enquiry

Use the Request to protect Pensionable Pay (SM R9 EA) form (Word: 255KB)

Family benefits and life assurance

Increasing benefits

AB54 contract form (PDF: 240KB)

If you don’t have access to the calculator, you can complete the Election to purchase Additional Pension (AP1) form (Word: 277KB).