Lifestyling selection form

You’re here because you’ve already decided what lifestyling choice you’d like to tell us about. If you haven’t read the information about our lifestyling options then you can find a copy of our factsheet here.

Your name

First name

Last name

Your policy number

Your phone number

Your date of birth

Your email address

Confirm Your email address

What is your lifestyling choice?

Yes to lifestyling - I plan to take my pension pot all in one go

Yes to lifestyling - I plan to buy a guaranteed income for life with my pension pot

Yes to lifestyling - I plan to leave my pension pot invested and take money when I need it

No lifestyling for me

I’ll leave my lifestyling as it is

Remember: If your retirement plans change then you should change your lifestyling option too. You can start, stop, bring forward or delay the lifestyling process and you can change between the three different options at any time. If you already have lifestyling on your policy this will be cancelled and it may not be possible to restart older kinds of lifestyling.

Please select a retirement date that is at least one year in the future.

If lifestyling is not available, you might want to consider the options below:

Switching funds (reassure.co.uk/funds)
Receiving information about your retirement options (reassure.co.uk/plan)
More details about our lifestyling options (You can find a copy of our factsheet here)

Tell us when you plan to retire

This date is important, as lifestyling will automatically start five years earlier. Lifestyling will begin immediately if you choose a date less than five years in the future. For example if you give us a date two and a half years in the future (so halfway through the lifestyling period) your money will be moved immediately into 50% Mixed Investment fund and 50% funds matched to your lifestyling option.

Remember: As well as meaning you don’t want to use one of the lifestyling options, we’ll cancel any other lifestyling options you may have selected when you took your policy out.

Remember: This will leave your existing lifestyling option in place and it will happen at the time you’ve previously told us about. If you don’t have lifestyling on your policy already then this means that by selecting this option you still won’t have lifestyling on your policy.