Basic Data Changes
It is important that members notify us when their circumstances change, so that we may update our records accordingly.
Change of address
As part of our continual improvement process within the customer services department we can now take changes of address over the telephone. Before we can update the member’s records we will need to ask a few simple questions to verify the member’s identity.
These are as follows:
| Full Name |
Date of Birth |
National Insurance Number |
Membership Number |
If the member is unable to supply this information, for security reasons, we may ask the member to confirm the change of address in writing.
Change of nominee for partner’s pension/lump sum death benefits
We are unable to accept such changes over the telephone or by e-mail.
The member can either:
Confirm the changes
in writing |
OR |
Complete a Nomination Form and return it to The Pensions Trust as soon as possible. |
Change of name/status
We are unable to accept such changes over the telephone or by e-mail. All changes of name/status should be confirmed in writing accompanied with a certified copy of the relevant certificate (marriage, deed poll etc).
If the member is married or has nominated a beneficiary for the survivor’s pension, it would be beneficial to provide us with a certified copy of the partner/spouse’s birth certificate.
Please note that all original documents will be returned following completion of the amendment.