Self Serve

Self Serve
  • Change of address Close
    Scheme name is required
    Forename(s) is required
    Surname is required
    Date of birth is required Enter a valid date of birth
    Pension number is required Duplicate pension number Please enter a valid pension number, this should be made up of the following components:
    • A three letter prefix
    • A slash
    • Six digits
    • For example ABC/123456
    Yes No
    Pension number is required Duplicate pension number Please enter a valid pension number, this should be made up of the following components:
    • A three letter prefix
    • A slash
    • Six digits
    • For example ABC/123456
    Add number
    National Insurance number is required Please enter a valid National Insurance number, this should be made up of the following components:
    • A two letter prefix
    • Six digits
    • A one letter suffix needs to be ABC or D
    • For example AB123456D
    Address Line 1 is required Invalid Contact Details
    Address Line 2 is required Invalid Contact Details
    Invalid Contact Details
    Town/City is required Invalid Contact Details
    Invalid Contact Details
    Post code is required
    Address Line 1 is required Invalid Contact Details
    Address Line 2 is required Invalid Contact Details
    Invalid Contact Details
    Invalid Contact Details Town/City is required
    Invalid Contact Details
    Post code is required Invalid Contact Details
    Country is required
    Effective from is required Enter a valid effective from date
    Please select Type
    Email address is required Email address is invalid
    Please select Type
    Please select country code
    Telephone number is required
    Name of bank or building society into which pension is paid is required
    Disclaimer:
    By filling out this form I represent that I am owner of this pension and that I am authorised to make this request.
    By filling out this form I represent that I have power of attorneyⓘ A written document in which one person (the principal) appoints another person to act as an agent on his or her behalf, thus conferring authority on the agent to perform certain acts or functions on behalf of the principal. If a copy of this document is not held on our records you will not be able to request this change. to act on behalf of the owner of this pension and that I am authorised to make this request. Please check one of the disclaimers
    Title is required
    Forename is required
    Surname is required
    Email address is required Email address is invalid
    Address Line 1 is required
    Town/City is required
    Post code is required
  • Change of UK bank Close
    Scheme name is required
    Forename(s) is required
    Surname is required
    Email address is required Email address is invalid
    Pension number is required Duplicate pension number Please enter a valid pension number, this should be made up of the following components:
    • A three letter prefix
    • A slash
    • Six digits
    • For example ABC/123456
    Yes No
    Pension number is required Duplicate pension number Please enter a valid pension number, this should be made up of the following components:
    • A three letter prefix
    • A slash
    • Six digits
    • For example ABC/123456
    Add number
    National Insurance number is required Please enter a valid National Insurance number, this should be made up of the following components:
    • A two letter prefix
    • Six digits
    • A one letter suffix needs to be ABC or D
    • For example AB123456D
    Date of birth is required Enter a valid date of birth
    Address Line 1 is required
    Town/City is required
    Post code is required
    Telephone number is required
    Name of bank or building society is required
    Address Line 1 is required
    Address Line 3 is required
    Town/City is required
    Post code is required
    6 digits Sort code is required Sort code is invalid
    8 digits Account number is required Account number is invalid
    If applicable
    Account holder’s name (or names, if a joint account) is required
    Name of bank or building society into which pension is currently being paid is required
    Effective from is required Enter a valid effective from date
    Disclaimer:
    By filling out this form I represent that I am owner of this pension and that I am authorised to make this request.
    By filling out this form I represent that I have power of attorneyⓘ A written document in which one person (the principal) appoints another person to act as an agent on his or her behalf, thus conferring authority on the agent to perform certain acts or functions on behalf of the principal. If a copy of this document is not held on our records you will not be able to request this change. to act on behalf of the owner of this pension and that I am authorised to make this request. Please check one of the disclaimers
    Title is required
    Forename is required
    Surname is required
    Email address is required Email address is invalid
    Address Line 1 is required
    Town/City is required
    Post code is required
  • Change of overseas bank ⓘ No need to wait for forms in the post, to save you time we’ve posted them here. Close
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  • What to do when someone dies Close
    Scheme name is required
    Forename(s) is required
    Surname is required
    Date of death is required Enter a valid Date of Death (Future date or date before 5 years are not allowed)
    National Insurance number is required Please enter a valid National Insurance number, this should be made up of the following components:
    • A two letter prefix
    • Six digits
    • A one letter suffix needs to be ABC or D
    • For example AB123456D
    Pension number is required Duplicate pension number Please enter a valid pension number, this should be made up of the following components:
    • A three letter prefix
    • A slash
    • Six digits
    • For example ABC/123456
    Yes No
    Pension number is required Duplicate pension number Please enter a valid pension number, this should be made up of the following components:
    • A three letter prefix
    • A slash
    • Six digits
    • For example ABC/123456
    Add number
    Title is required
    Forename(s) of deceased is required
    Surname is required
    Relationship to spouse is required
    Email address is required Email address is invalid
    Address Line 1 is required
    Post code is required
    Yes No
    Contact name is required
    Address 1 is required
    Post code is required
    Telephone number is required
    Yes No
    Yes No
    Full name is required
    Date of birth is required Enter a valid date of birth
    Yes No
    Full name is required
    Date of birth is required Enter a valid date of birth
    Yes No
    Full name is required
    Date of birth is required Enter a valid date of birth
    Add dependant
  • Expression of wish Close

    The nomination information supplied by you on this form will be updated across all of your pensions that Mercer administers. If you would like separate nomination details to be applied to different schemes, please complete a manual form for each scheme.

    Title is required
    Forename(s) is required
    Surname is required
    Date of birth is required Enter a valid date of birth
    National Insurance number is required Please enter a valid National Insurance number, this should be made up of the following components:
    • A two letter prefix
    • Six digits
    • A one letter suffix needs to be ABC or D
    • For example AB123456D
    Pension number is required Duplicate pension number Please enter a valid pension number, this should be made up of the following components:
    • A three letter prefix
    • A slash
    • Six digits
    • For example ABC/123456
    Address Line 1 is required
    Town/City is required
    Post code is required
    Email address is required Email address is invalid
    Telephone number is required
    Scheme name is required
    Yes No
    Scheme number is required Duplicate scheme Name

    I request that any lump sum death benefit payable from the scheme on my death be paid by the Trustees in accordance with the scheme Rules, or other official document governing the scheme. Where the Trustees have discretion to whom to pay the lump sum death benefit, I wish the Trustees to consider the people and/or organisations I have nominated below as beneficiaries and to pay the benefits in the proportions shown. I understand that the nomination is only an expression of my wishes and is not legally binding on the Trustees. I also understand that, although I may change my nomination at any time in the future, I cannot direct the Trustees to pay the benefit in any way other than at their complete discretion. This form supersedes any earlier nomination made by me.

    Relationship is required
    Title is required
    Forename(s) is required
    Surname is required
    Sex is required
    Address Line 1 is required
    Town/City is required
    Post code is required
    Add Nominee

    The nomination information supplied by you on this form will be updated across all of your pensions that Mercer administers. If you would like separate nomination details to be applied to different schemes, please complete a manual form for each scheme.

    Signature is required
    Date is required Enter a valid date

      Notes

    1. 1. Under present law, any lump sum death benefits payable under the scheme at the discretion of the Trustees direct to your beneficiaries can usually be paid without any tax liability. Your beneficiaries are defined in the scheme Rules or other official documentation governing the scheme and may include your family, civil partners, other relatives, dependants and any person or organisation (e.g. charity) that you nominate in writing to the Trustees.
    2. 2. You should tell the Trustees who you wish to be treated as your beneficiary(ies) by filling in the form. If you do not complete the form, the Trustees will allocate benefits in their absolute discretion and those people you wish to benefit may not receive any benefits
    3. 3. You should always keep your nominations up to date following any change(s) in your personal circumstances. You can change any of your nominations whenever you want. To do this you should complete a new Expression of Wish Form.
    4. 4. There is no restriction on the number of people and/or organisations you can nominate. It is important to state for each nominated beneficiary what proportion of the total lump sum you wish them to receive. Please ensure the proportions add up to 100%.
    5. 5. The Trustees will give every consideration to your wishes before paying any lump sums on death, however to ensure that the payment can be made without any UK inheritance tax liability arising, your nomination is not legally binding on them.
    6. 6. The information you provide will be used for the purpose of administering benefits under the scheme. It will be held, in strict confidence, by the Trustees of the scheme or by the scheme administrators, Mercer Limited.
    7. 7. A tax liability will arise if payment of the lump sum death benefit(s) either exceeds your available Lifetime Allowance or if you have already used up your Lifetime Allowance.
  • Forms ⓘ No need to wait for forms in the post, to save you time we’ve posted them here. Close
    Download
    Download
  • Change of address Close
    Scheme name is required Duplicate scheme name
    Forename(s) is required
    Surname is required
    Date of birth is required Enter a valid date of birth
    Yes No
    Scheme name is required Duplicate scheme name
    Add name
    National Insurance number is required Please enter a valid National Insurance number, this should be made up of the following components:
    • A two letter prefix
    • Six digits
    • A one letter suffix needs to be ABC or D
    • For example AB123456D
    Address Line 1 is required Invalid Contact Details
    Address Line 2 is required Invalid Contact Details
    Invalid Contact Details
    Town/City is required Invalid Contact Details
    Invalid Contact Details
    Post code is required
    Address Line 1 is required Invalid Contact Details
    Address Line 2 is required Invalid Contact Details
    Invalid Contact Details
    Town/City is required Invalid Contact Details
    Invalid Contact Details
    Post code is required Invalid Contact Details
    Country is required
    Effective from is required Enter a valid effective from date
    Please select Type
    Email address is required Email address is invalid
    Please select Type
    Please select country code
    Telephone number is required
    Enter a valid joining date
    Enter a valid left date Please select one of the Month and Year joined company or left the pension scheme
    Disclaimer:
    By filling out this form I represent that I am owner of this pension and that I am authorised to make this request.
    By filling out this form I represent that I have power of attorneyⓘ A written document in which one person (the principal) appoints another person to act as an agent on his or her behalf, thus conferring authority on the agent to perform certain acts or functions on behalf of the principal. If a copy of this document is not held on our records you will not be able to request this change. to act on behalf of the owner of this pension and that I am authorised to make this request. Please check one of the disclaimers
    Title is required
    Forename is required
    Surname is required
    Email address is required Email address is invalid
    Address Line 1 is required
    Town/City is required
    Post code is required
  • What to do when someone dies Close
    Scheme name is required Duplicate scheme name
    Forename(s) of deceased is required
    Surname is required
    Date of death is required Enter a valid Date of Death (Future date or date before 5 years are not allowed)
    Yes No
    Scheme name is required Duplicate scheme name
    Add name
    National Insurance number is required Please enter a valid National Insurance number, this should be made up of the following components:
    • A two letter prefix
    • Six digits
    • A one letter suffix needs to be ABC or D
    • For example AB123456D
    Title is required
    Forename(s) of deceased is required
    Surname is required
    Relationship to spouse is required
    Email address is required Email address is invalid
    Address Line 1 is required
    Post code is required
    Yes No
    Contact name is required
    Address Line 1 is required
    Post code is required
    Telephone number is required
    Yes No
    Yes No
    Full name is required
    Date of birth is required Enter a valid date of birth
    Yes No
    Full name is required
    Date of birth is required Enter a valid date of birth
    Yes No
    Full name is required
    Date of birth is required Enter a valid date of birth
    Add dependant
  • Forms ⓘ No need to wait for forms in the post, to save you time we’ve posted them here. Close
    Download
    Download
  • Expression of wish Close

    The nomination information supplied by you on this form will be updated across all of your pensions that Mercer administers. If you would like separate nomination details to be applied to different schemes, please complete a manual form for each scheme.

    Title is required
    Forename(s) is required
    Surname is required
    Date of birth is required Enter a valid date of birth
    National Insurance number is required Please enter a valid National Insurance number, this should be made up of the following components:
    • A two letter prefix
    • Six digits
    • A one letter suffix needs to be ABC or D
    • For example AB123456D
    Address Line 1 is required
    Town/City is required
    Post code is required
    Email address is required Email address is invalid
    Telephone number is required
    Scheme name is required
    Yes No
    Scheme number is required Duplicate scheme Name

    I request that any lump sum death benefit payable from the scheme on my death be paid by the Trustees in accordance with the scheme Rules, or other official document governing the scheme. Where the Trustees have discretion to whom to pay the lump sum death benefit, I wish the Trustees to consider the people and/or organisations I have nominated below as beneficiaries and to pay the benefits in the proportions shown. I understand that the nomination is only an expression of my wishes and is not legally binding on the Trustees. I also understand that, although I may change my nomination at any time in the future, I cannot direct the Trustees to pay the benefit in any way other than at their complete discretion. This form supersedes any earlier nomination made by me.

    Relationship is required
    Title is required
    Forename(s) is required
    Surname is required
    Sex is required
    Address Line 1 is required
    Town/City is required
    Post code is required
    Add Nominee

    The nomination information supplied by you on this form will be updated across all of your pensions that Mercer administers. If you would like separate nomination details to be applied to different schemes, please complete a manual form for each scheme.

    Signature is required
    Date is required Enter a valid date

      Notes

    1. 1. Under present law, any lump sum death benefits payable under the scheme at the discretion of the Trustees direct to your beneficiaries can usually be paid without any tax liability. Your beneficiaries are defined in the scheme Rules or other official documentation governing the scheme and may include your family, civil partners, other relatives, dependants and any person or organisation (e.g. charity) that you nominate in writing to the Trustees.
    2. 2. You should tell the Trustees who you wish to be treated as your beneficiary(ies) by filling in the form. If you do not complete the form, the Trustees will allocate benefits in their absolute discretion and those people you wish to benefit may not receive any benefits
    3. 3. You should always keep your nominations up to date following any change(s) in your personal circumstances. You can change any of your nominations whenever you want. To do this you should complete a new Expression of Wish Form.
    4. 4. There is no restriction on the number of people and/or organisations you can nominate. It is important to state for each nominated beneficiary what proportion of the total lump sum you wish them to receive. Please ensure the proportions add up to 100%.
    5. 5. The Trustees will give every consideration to your wishes before paying any lump sums on death, however to ensure that the payment can be made without any UK inheritance tax liability arising, your nomination is not legally binding on them.
    6. 6. The information you provide will be used for the purpose of administering benefits under the scheme. It will be held, in strict confidence, by the Trustees of the scheme or by the scheme administrators, Mercer Limited.
    7. 7. A tax liability will arise if payment of the lump sum death benefit(s) either exceeds your available Lifetime Allowance or if you have already used up your Lifetime Allowance.