Annual Pension Statements - customers with an Elevate PIA

We will shortly be issuing Annual Pension Statements to some eligible customers who have an Elevate Pension Investment Account. Initially this will only be for drawdown customers under the age of 75, and to some customers over the age of 75.

Customers who have opted to receive paperless communications will be able to view their statements in their document library. Those customers who have opted to receive paper communications will receive their statements in the post shortly after.

Following recent regulatory changes, we've taken a closer look at pension statements this year, (those not in drawdown and drawdown over age 75). Our thorough audits have pointed out a few discrepancies, which we are working to resolve before we issue them.