This page provides information for Independent Financial Advisers (IFAs) so that they can support members of the Santander (UK) Group Pension Scheme to make important financial decisions as they approach retirement.
In order to give members specific advice, you will need to establish which section of the Scheme they are in. There is a full list on the About us page.
If members are unsure which section they are in, they can log in to the member portal to check their details.
Logging in to the member portal is the quickest way for members to:
- check out their pension benefit details
- submit queries online and check their progress through the Gallagher case tracker
- update their personal details if they are a deferred or pensioner member
- see how much their pension benefits could be worth if they decided to transfer to another scheme
- get a retirement quote to see how much their pension benefits could be worth when they retire
- complete their retirement request online
Members should not share their personal secure log in details with anyone, including their IFA. Gallagher will only share information with an IFA if they have a Letter of Authority, dated within the last 12 months, which gives specific permission for the IFA to act on a member’s behalf.