• Have you consulted with the member / utilised the ePA portal?
  Yes No



Please note: We will not respond to standard questionnaires and you may be directed to self-serve / discuss your request with the member directly. Most of our members have access to ePA, which is a member specific self-serve portal, where an extensive array of information is immediately available. We encourage self-service with your Client - this is the quickest and most environmentally friendly way of receiving the majority of information you need, whenever you need it.

Member's Details

• Employer's / Pension Scheme Name
• Member's Full Name
• Member's National Insurance or Social Security number
• Member's Date of Birth
• Member's Postcode

Your Details

• Your Name
• Acting on behalf of
  Financial Advisor Transferring or Receiving Scheme Other
• Company Organisation Name
• Your email address
• Your phone number
• Have you sent a valid Letter of Authority within the last 12 months?
  Yes No

Please complete this form and email an updated Letter of Authority to IFAqueries@wtwco.com

A letter of authority must include the following;

• • Scheme name
• • Member’s name
• • Date of birth
• • National Insurance number
• • Home address

This must also be signed and dated. A small proportion of the schemes we administer do have additional requirements, the team will contact you should any further information be required.

Please note: We will not respond to standard questionnaires and you may be directed to self-serve / discuss your request with the member directly. Most of our members have access to ePA, which is a member specific self-serve portal.

If you have submitted the transfer paperwork to the relevant scheme mailbox and have an ongoing query, please continue to complete this form. The relevant scheme e-mail address will be enclosed in the paperwork that has been issued.

Please note, some schemes that we administer do require to be in receipt of the original documents. If that is required, we will be in touch.

If your transfer request has been made via Via Nova, please let us know in the comments box below.

Please note, we do not use the Origo Options platform.

Please make us aware your relationship to the member in the comments box below.

Your Request

• Type of Request
  Retirement Quote Transfer Quote Other



Depending on status, many members can obtain a retirement quotation online immediately. If self-serve functionality is available for your Client, you will be asked to speak with your Client and utilise this functionality wherever possible.

Self-serve is the quickest and most effective way for members to stay informed of changes and obtain quotations. If the member would like assistance logging on or finding their way around the portal, please ask them to contact our helpdesk who will be happy to help.




Depending on status, many members can obtain a transfer quotation online immediately. If self-serve functionality is available for your Client, you will be asked to speak with your Client and utilise this functionality wherever possible.

Self-serve is the quickest and most effective way for members to stay informed of changes and obtain quotations. If the member would like assistance logging on or finding their way around the portal, please ask them to contact our helpdesk who will be happy to help.

Please note, for some pension schemes we are unable to provide a quote unless the member is within 6 months of retirement.

Please note:
• - If the member is still active in the scheme, we may not be able to provide a transfer quotation.
• - Where we are able to provide a transfer out quote, some schemes will only provide these free of charge once in a 12-month period. Please seek your Clients permission before requesting information as costs may be associated with further requests.
• - We will not respond to transfer questionnaires as we believe most essential information is contained within the transfer pack or available via the portal. If you request additional information that is available or has previously been provided, we will direct you to this information.
• Is this a new request?
  Yes No



We are sorry to hear that you are having to follow up on an existing case.

Depending on the nature of the request, we aim to respond to most queries within 15 working days. If your initial request was raised less than 15 working days ago, we would appreciate your patience whilst our team work on this.

The team are dealing with unprecedentedly high work volumes but endeavour to respond to requests as quickly as possible. Occasionally, we may need to refer requests to the scheme Trustees or Actuaries, this may delay response times. If your request was placed more than 15 working days ago, please use the form below and we will provide an update on your request as quickly as possible.

• Do you still require a quote?
  Yes No
• What date would you like your quote to be based on?
• Is the member considering transferring within the UK?
  Yes No
• Is there any other information we need to be aware of?

  Please do not copy and paste standard questionnaires

  0/1000
• How can we help you?

  Please do not copy and paste standard questionnaires

  0/1000