LETTER OF AUTHORITY

UK Letter of Authority Generator

A free tool that generates a generic, prefilled letter to a UK pension or investment provider. Fill in your details, pick a provider, and print or save as PDF.

Your details

Full name

Date of birth

National Insurance number

Optional. Most providers will accept DOB + address.

Your address

Policy / plan number (if known)

Provider & request

Provider

Information you're requesting (tick all that apply)

Current valuation

Annual management charges & fund charges

Contribution history (last 5 years)

Guaranteed benefits, safeguarded benefits, GAR, MVR or exit penalties

Transfer value (CETV for DB)

Nominated beneficiaries & death benefit rules

Fund holdings & investment strategy

Authorised recipient (who the provider should send info to)

Fill in the form and click Generate Letter to preview your LOA here.

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