Need Help Managing Your Pension?
If you need help with managing your pension, you can choose someone to help you. You can appoint someone by filling in one of the below forms.
If you have difficulty hearing
Use the Nominate someone to discuss your benefits form. Your chosen person will be able to call the Scheme administrator and ask questions on your behalf.
If you have poor eyesight
Use the Appointing a ‘Care of’ address form. Your chosen person will receive your Scheme correspondence for you.
Your pension payments will still go directly to you, and whoever you appoint cannot change your personal details. For updates like a change of address or bank account, you must inform us in writing with your signature.
If you need help managing your pension
You can appoint a representative, either a family member or organisation, to receive your pension by completing the Application to become a payee form. You’ll need to provide medical evidence that you’re unable to manage your pension. Once approved, your pension and Scheme correspondence will go to your representative.
If you already have a Power of Attorney or Court of Protection arrangement, please provide the official document.
Setting Up Power of Attorney
What Is Power of Attorney?
It's a legal document that appoints someone to make decisions on your behalf if you’re unable to.
Why It's Important
Without power of attorney, it becomes very difficult for your loved ones to manage your affairs, like your pension, bank account or health. This can result in lengthy and costly delays. It could, for instance, mean we have trouble paying you your pension.
Types of Power of Attorney
- Health and Welfare: Covers decisions about your health and personal care.
- Property and Financial Affairs: Covers decisions about your money and property.
How to Set It Up
- Choose Your Attorney: Decide who will act on your behalf. It can be more than one person, and they don’t have to be the same for health and financial matters.
- Confirm Their Agreement: Make sure they’re willing to take on the role.
- Fill Out the Forms: You can find them at gov.uk/power-of-attorney.
- Register Your Power of Attorney: There’s a fee, but it can save you and your family money later.
For more details, visit Age UK's website at ageuk.org.uk or call 0800 055 6112.
Some people use paid services to set up a power of attorney. Consumer group Which? offers one such service—learn more at which.co.uk. The Scheme is unable to recommend one particular service over another.