The documents below are available for you to download from our website.

Please click on the document you are interested in and enter your email address for it to be sent to you.

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Pension Release Brochure

Our Guide to Pension Release
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Client Agreement

A copy of the current Client Agreement for Retirement Direct.
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Authority Form

This document allows us to obtain information on your current pension arrangements.
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Protecting your personal information

At Retirement Direct we understand that you may have concerns about how your information is handled and have established personal information policies which govern our handling of your personal information.
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Customer Statement

Retirement Direct are dedicated to providing our customers with the highest possible standard of service and we are pleased to support the Financial Services Authority initiative 'Treating Customers Fairly' (TCF). This document outlines our commitment to our clients.

Important Information

Taking any of your pension benefits early is likely to reduce your income at retirement. Therefore, pension release is only suitable for a very limited number of people and circumstances and should not be seen as an easy option for raising cash. This is because a pension is designed to provide you with benefits when you retire. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. The Financial Services Authority does not regulate some forms of tax advice, secured loans, unsecured loans, debt management and Wills. Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.