Rothesay

• Have you consulted with the policyholder / utilised our online service, My Rothesay Policy?
  Yes No



Please note, we will not respond to standard questionnaires and you may be directed to self-serve / discuss your request with the policyholder directly. Most of our policyholders have access to our online service, My Rothesay Policy.

Policyholder's details

• Previous scheme name
• Policyholder's full name
• Policyholder's national insurance or social security number
• Policyholder's date of birth
• Policyholder's postcode

Your details

• Your name
• Acting on behalf of
  Financial adviser Transferring scheme Other
• Company organisation name
• Your email address
• Your phone number
• Have you sent a valid letter of authority in the last 12 months?
  Yes No
Please complete this form and email an updated Letter of Authority to IFA.Hub@rothesaypolicy.com

A letter of authority should reference Rothesay and must include the Policyholder's name, Date of birth, National Insurance number and 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 policyholder directly. Most of our policyholders have access to our online service, My Rothesay Policy.

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

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

Please note:
• - The transfer value we will be providing will be an estimated value. If you would like to request a guaranteed transfer value it's important to note that we will only provide one guaranteed quote, valid for 6 months in a 12 month period.
• - 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.
• - More information for financial advisers about transfers can be found on the Rothesay policyholders website at www.rothesay.com/policyholders/transfer/information-for-financial-advisers
• 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 policyholder 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