Estimate Requests

The pension team will be happy to provide a projection of retirement benefits on request from the employer. Estimate requests can be submitted to us by e-mail to

Estimate requests can be submitted for reasons of:

  • Redundancy
  • Business Efficiency retirement
  • Flexible Retirement (with and without waiving the actuarial reduction)
  • Ill-Health (Tier 1, 2 or 3)
  • Early Retirement between age 55 and Normal Pension Age
  • Estimate to Normal Pension Age
  • Late Retirement (beyond Normal Pension Age)

Please submit your request by completing the attached form EST3

If you are requesting an estimate for a former employee please use form EST4

We can accept this form via email at

We aim to return the estimate to you within 5 working days from receipt of your request.