In order to allow a third party access to a member’s pension information, we require a letter of authority from the member. We ask that letters of authority only hold details for one individual at a time. Each member should have a separate letter of authority, signed and dated by them. Ideally this should not hold multiple members’ details.
The letter of authority should include:
- member’s name
- membership (SD) number/National Insurance number
- date of birth
- full address
- details of the individual/organisation being given authority.
A member may have more than one letter of authority in effect at a time. Each will be valid for three years from the date received (unless authority is withdrawn earlier by the member).