Taking your Rothesay pension benefits
Taking Your Pension Benefits Guide
For policyholders approaching their normal retirement date (NRD).
This guide is designed to help you understand your options and what you need to do as you approach your NRD.
Taking your pension benefits guide
Pension Freedoms Guide
Time to start considering your options.
It is important that you consider all your options carefully before taking your benefits.
Our retirement process
Our process from the time you receive your approaching NRD letter.
MoneyHelper's - How to take your pension guide
This guide is for those policyholders who have Additional Voluntary Contributions as part of their Rothesay policy.
How to take your pension guide
This guide was previous called 'Your pension: your choices'
Transferring to another pension arrangement
Pension Freedoms Guide
It is important that you consider all your options carefully before considering transferring your benefits.
MoneyHelper's - How to take your pension guide
This guide is for those policyholders who are considering transferring to a Defined Contribution (DC) arrangement.
How to take your pension guide
This guide was previously called 'Your pension:your choices'
Our transfer process
Our process when considering transferring your Rothesay pension benefits to another arrangement.
Receiving your Rothesay pension
TaxAid - Tax health check guide
TaxAid has produced a guide which provides useful information regarding tax.
Bereavement
TaxAid
TaxAid has produced a guide regarding Tax at Bereavement which provides a checklist and reminder of things to do with tax when dealing with bereavement.
Grief and you leaflet
The death of someone close to us can be one of the hardest things we ever have to deal with. Cruse bereavement's Grief and you leaflet provides some useful guidance.
Our bereavement process
The process for notifying us of a death and additional guidance.