The Lilly Plan Portal gives you the tools you need to take control of your pension quickly, simply and securely.
If you haven’t yet taken your benefits, you can use the portal to get an instant illustration of your transfer value that tells you how much your pension would be worth if you transferred it to another registered pension scheme.
On your dashboard Select “View” on the “Benefit Quotation” tile.
Select “Latest Non-Guaranteed Transfer Value” then select “Continue”.
You’ll then see the transfer value of your benefits. Please note that this figure is not guaranteed – it’s just a guide to help you plan.
You should also read the notes that explain how this figure has been calculated, along with the warning to watch out for pension scams when you’re thinking of transferring your benefits.
If you think you may want to consider a transfer, you will need a full transfer pack that gives more information.
For any transfer over £30,000 you will need to take financial advice. The pack we send you will give your Financial Adviser all the information they require to give you the advice you need.
If you want to request this, select the button to contact the administration team.
For any support, contact the team using these details:
Email: elililly@buck.com
Telephone: 0330 123 9591
The Lilly Plan: Making retirement better.
