I want to request a surrender value

Published 6 April 2023

You can use this form to request a current cash-in (surrender) value of your policy.

Only use this form if:

  • You want to know the current cash-in value of your policy
  • Your policy is not a pension or an FMISA
  • You’re the policyholder(s) or the policyholders’ regulated Financial Adviser and have already registered your authority with us.

Do not use this form if:

  • You’re a pension customer
  • You’re an FMISA customer

If this form isn’t suitable for your request, please call us to find out what to do next.

Our online service is the quickest way to tell us what you need. However, if you’re unable to, you can call or write to us:

Call us

0800 073 1777

+44 1952 292929 (from overseas)

Monday to Friday (not including bank holidays) 8:30am to 5:30pm

Write to us


Windsor House



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