Liberty Pensions

Your details

These allow you to return to your application at a later date. If you've already started an application, you can return to it by logging in on the right.

• Your email
• Password
• Please confirm your password
• I accept the website's Terms of Service
• Please enter the text you see in the image below.
  
  

The Liberty Pension Scheme is individually tailored to suit your needs. Rather than request you complete an application form which covers all options available under the Scheme, you can design the application form which will only request information relevant to what YOU are intending to do.

We appreciate plans change and the scheme is flexible to reflect this. So don’t worry if you change your mind about what you want to do with your arrangement once it’s set up, just let your designated pension administrator at Liberty know!

Of course, you can still download the full application and complete it the old fashioned way or , give your name and address and we’ll post the application form to you.

• Do you want to appoint an additional trustee to act only in the event of your death?
  -- Yes No
  Click if you want more information

  In the event of your death, Liberty Trustees Limited will decide who should receive benefits from the funds held in the pension scheme taking into account any beneficiaries you may have nominated.

  However, it is ultimately at the trustees discretion who benefits are paid to so you may want to appoint someone who is aware of your financial obligations, but not related to you, to become trustee of the pension scheme on your death to assist Liberty in paying out death benefits. This is their only involvement.

• Please select as many as applicable on where your Liberty Pension Scheme fund will originate from? Personal and/or Employer Contributions Transferring Existing Pension Arrangements
  Click if you want more information

  You can transfer existing pension arrangements into your Liberty Pension Scheme and or make personal or company contributions.

  For any transfers, Liberty will obtain any necessary paperwork from the current scheme administrator on your behalf.

  If you are unsure whether you should transfer an existing arrangement, you should seek independent financial advice.

  We will require certain details if you are making personal contributions in excess of £3,600 or your employer is making contributions to your Liberty Pension Scheme. If you do not hold this information now, you can complete a separate form once the arrangement has been set up. However, Liberty will not be able to accept contributions until all required information has been received.

• Do you wish to take pension income immediately from the pension arrangement?
  -- Yes No
  Click if you want more information

  If you wish to draw a pension from the scheme we will require details of where the pension is to be paid.

  This information can follow at a later date if you do not have it hand, but Liberty will not be able to make payments to you until this information has been received.

• Do you have a Financial Advisor or wish Liberty to correspond with a third party?
  -- Yes No
  Click if you want more information

  Under the Data Protection Act, we cannot discuss your pension arrangement with anyone other than yourself unless you give us written authority to do so.

  If you have an accountant, financial advisor, spouse, etc that you would want to be able to discuss your pension arrangement on your behalf, please select "yes" and give us their contact details.