It’s important that you’re in control and managing your money and retirement savings. But there might be a time when you are unable to do so. Whether this is a result of getting older, falling ill or being impacted by something that means you no longer have the ability to make decisions about your money yourself. You may need your partner or someone else to help or make decisions on your behalf.
A Power of Attorney (POA) gives someone you trust the ability to help you make decisions regarding your finances, health and personal welfare.
Adding a Power of Attorney to your account
To add a Power of Attorney to an account, you will need to complete the relevant forms linked within the contact options sections below.
When getting in touch with us, it's useful to have a customer number or plan number or protection number to hand. You can find this on a statement, contract note or policy schedule - this will help us to find details quickly.
If you need help finding out which contact option is right for you, please visit our support page and use our policy finder.
If you're acting on behalf of someone and don't know which option to choose, you can complete any of the forms below. We'll check our records to find out which product(s) the customer holds with us. Please make it clear in your request that you'd like us to search our full range of products.