We’re here to help

When and how you take your pension is a big decision. It can affect how long the money in your pension pot lasts.

John shared his concerns with us and we talked him through his options step by step, including the option to take financial advice, so that he could make the best decision based on his circumstances. We also pointed John to our online guides where he could learn more in his own time and at his own pace.

John was also delighted that we were able to book him an appointment with Pension Wise from MoneyHelper – a free and impartial advice service set up by the government with support available online, by phone or face to face.

Further support

MoneyHelper provides information on the options available for pensions and retirement. Our customers use this free and impartial service to learn more about how to make the most of their savings.

COVID-19 affected us all in different ways and lots of people now face unexpected challenges. At ReAssure we want to help you find the right balance between what you need today, and what you will still need to rely on later in life.

When Jack shared his circumstances with us, we talked him through the option to reduce or temporarily pause his contributions during this difficult time. We explained how he could continue saving for his future at a later date.

We also pointed Jack to advice services which might be able to support with tax and state benefits during this time.

Further support

MoneyHelper provides information on budgeting, banking, savings and benefits. Our customers use this free and impartial service to learn more about how to make the most of their savings at ReAssure.

Managing your finances can be overwhelming when you’re unwell.

When Sophie shared her circumstances with us, we explained that government regulations typically require a policyholder to be aged 55 or over in order to access the money in their pension.

However, we were able to talk Sophie through what options she did have based on her individual circumstances. This included the option of an ill-health early retirement claim and the option to reduce or temporarily pause contributions into her pension during this difficult time.

We pointed Sophie to advice services which might be able to support with tax and state benefits and we helped her update her beneficiaries.

Further support

MacMillan Cancer Support can provide physical, emotional and financial support to help you live life as fully as you can.

MoneyHelper is a free and impartial service set up by the government to help people make the most of their money.

Facing barriers to communication can be extremely frustrating.

Louise shared her concerns with us. We recommended using our secure online portal, ReAssure Now, or contacting us online. You can use our website to let us know many things such as when you’ve changed address, if you want to change where your money is invested, or to inform us when someone has died. We explained to Louise that she would receive the same excellent service and she would also benefit from being able to digest information in her own time.

We talked Louise through the option of adding authority for someone else to her policy, to allow a trusted person to contact us on her behalf.

Further support

We want all our customers, including those with visual, hearing, cognitive or motor impairments, to be able to access our products and services. Please let us know how we can help you.

Some customers with visual impairments have requested an e-mail copy of any letters we send by post. Having these letters in an electronic format means they can zoom in to make the font size bigger or use technology like ‘type-to-talk' to read out the information.
By using our secure online portal, ReAssure Now, customers also have access to letters in an electronic format.