The charging of estimate requests has changed for members.
The members estimate request form has been updated and is available on the Member Hub.
Estimate requests - Instruction for employers:
- Direct members to their Total Reward Statement (TRS) statement in the first instance.
- Use Pensions Online (POL) to produce an estimate where possible.
- Where there is no TRS statement (for whatever reason) or an estimate cannot be produced on POL, members can request an estimate free of charge. This includes ill health estimates regardless of whether a 'Consideration of entitlement to ill health retirement benefits' form (AW33E) has been submitted.
- Hypothetical estimates may incur a charge.
- Charges still apply for individual protection valuations and some cash equivalent transfer value (CETV) quotations for divorce purposes.