PRODUCT GUIDE
Mortgage Products
Legacy
Disclaimer
Pension Products
Contact
Investment Products
General
PENSION PRODUCTS
COMPULSORY PURCHASE ANNUITIES
Processing
The appropriate Servicing Department will arrange for the illustration which will be issued with an Application Form for the purchase of the CPA to the Trustees / Member, as appropriate. When the Application Form is returned, an internal monetary transaction will be arranged to apply the policy proceeds to buy the annuity.
Issue of Plan Schedule (OPS only) The Plan Schedule will be sent to the trustees of the occupational pension scheme unless otherwise requested.
If additional funds are to be included from another Scheme, additional details will be required. A form is available from the appropriate Servicing Department.
SCONs (if appropriate) S2710031A ('SAL') & S2710020R (PRU)
Mortgage Products
Legacy
Disclaimer
Pension Products
Contact
Investment Products
General
COMPULSORY PURCHASE ANNUITIES
The appropriate Servicing Department will arrange for the illustration which will be issued with an Application Form for the purchase of the CPA to the Trustees / Member, as appropriate. When the Application Form is returned, an internal monetary transaction will be arranged to apply the policy proceeds to buy the annuity.
Issue of Plan Schedule (OPS only) The Plan Schedule will be sent to the trustees of the occupational pension scheme unless otherwise requested.
If additional funds are to be included from another Scheme, additional details will be required. A form is available from the appropriate Servicing Department.
SCONs (if appropriate) S2710031A ('SAL') & S2710020R (PRU)
