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Estimates Changes – information for employers

As you may be aware the charges for providing member estimates has recently changed. The members estimate request form has been updated and is available on our website.

If a member has an up-to-date Total Reward Statement (TRS) / Annual Benefit Statement (ABS), they will be directed to it unless they meet one of the following criteria:

  • If the member is excluded from TRS / ABS
  • They have a complex case (e.g. split benefits calculation, drawdown or part time MHO)
  • If the member urgently needs a statement before the refresh once the annual update has been received (June to August and October to December only)
  • Other estimates than age (e.g. ARER, Ill Health) 
  • If there has been a significant change to the record that would impact benefits.

Charges still apply for IP valuations and some cash equivalent transfer value quotations for divorce purposes.

Charges for providing hypothetical estimates are still being reviewed. Once we have more information, we will update you via the Pensions Update. A review of the estimates webpage is also included in the changes.