5th June 2025
We have provided some answers to commonly asked questions below. The questions are divided into the following three categories below. Please click the boxes below that are applicable to you.
If you have a question that is not answered by the Q&As provided, please contact us.
Note for financial advisers
Our financial adviser's page provides background information and a Q&A which, together with a copy of the policyholder's transfer pack, should provide an adviser with all the information that they need to advise their client regarding a transfer of the value of the pension benefits from a Rothesay policy to another pension arrangement.
Please note, we do not complete questionnaires or answer specific questions.