Individual customers

Useful downloads

Commonly requested forms

Pensions

• Death benefit notification
• Switch of funds pensions - pensions switches can also be done online

Investment bonds

• Switch of funds - Investment bonds
• Regular withdrawal

Retirement control

• Switch of funds Retirement control - retirement control switches can also be done online

Other downloads

• Protecting your personal information

Individual protection

• Looking for support

With-profits

• Customer Friendly Principles and Practices of Financial Management (CFPPFM) - 'A guide to investing in Scottish Equitable's with-profits funds'

To view the PDF files, you will need Adobe Acrobat reader which you can download here.