Before you submit your online enquiry, have you been to our lump sum limits page?
You only need to apply for a transitional tax-free amount certificate if the total of your tax-free lump sums taken is close to the Lump Sum Allowance of £268,275 or the Lump Sum and Death Benefit Allowance of £1,073,100.
Please include any details you feel necessary, and our Fund will contact you to provide further information about applying.