FAQs and useful forms

• Direct Debit

• Full/partial surrender - Request form

• Lost Policy

• Fund Switch Authority form

• GAP Switch Authority

• SIP Nomination of beneficiary

• Adviser Fee Change Form OneSIPP TPP

• Adviser Fee Change Form Portal ISA - GIA & PP  

• Adviser Fee Change Form SP Bond

• Funds Choice Guide Current

• Funds Choice Guide Closed

• Funds Choice Guide Historical

• Select Fund Service under the Sanlam Portal

• Pension Scheme allowances and tax charges

• Pension contributions and tax relief

• In-species transfers guide

• Lifetime Allowance

FAQs

• How do I get a valuation?

  Please contact our Client Contact Team on 03330 155 600 or on clientservices@sanlam.co.uk

• How do I change my address?

  If you are a Sanlam Investment and Pensions client the you can contact our Client Services Team on 03330 155 600 or on clientservices@sanlam.co.uk
  
  If you are a Sanlam Private Wealth client then we request this request by post, please can you sent a written instruction to our Bristol office.

• How do I get Financial Advice?

  If you would like to contact a financial adviser you can locate an adviser near you through the Money Advice Service Directory which is located on their website.
  
  Contact us on 03330 155 600 to speak to Sanlam Wealth Planning – who can provide Financial Advice whether face to face or on the phone all over the U.K.

• How do I take my Pension benefits?

  In the first instance please contact our Client Contact Team on 03330 155 600.

• What are the costs for either my Portal Pension or OneSIPP?

  The Charges for both products can be found on our website by following the below links:
  
  OneSIPP
  Portal Pension
  
  Please be aware that there might be further charges applied with regard to fees being taken by your financial adviser and for the underlying assets held.

• How do I amend my payments in or out?

  Please contact our Client Contact team on 03330 155 600 , they will be able to confirm if this is possible and assist you with how to do this.

• How do I check and amend my nominated pension beneficiary?

  If you would like to check your nominated beneficiaries please contact our Client Contact Team on 03330 155 600.
  
  To update your nomination of beneficiaries please complete and post in a new nomination of beneficiary form.

• Where can I find your fund choice guides?

  Our find choice guides can be found above, if you would like to switch the funds you are invested in please complete our fund switch authority form.

• How do I defer my pension benefits?

  Please contact our Client Contact Team on 03330 155 600 or email clientservices@sanlam.co.uk and let us know.