The process for taking your benefits

Request a retirement quote or transfer value from L&G, your Plan Administrator.

If you have DB Benefits in the Plan, you should start your retirement process by contacting Capita, the administrator of the DB Section, rather than Legal & General (L&G). Capita will coordinate with L&G to arrange payment of both your DB and DC pension benefits as part of your retirement process.

You'll receive a letter acknowledging your quote request and asking for any information the administrator needs.

You'll receive a pack showing all your options, including a form for you to choose how you'd like to take your benefits.

If you'd like to go ahead with your retirement, you need to let your HR department know when you intend to retire. If you decide not to take your benefits yet, you don't need to do anything.