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Information use: We use the personal information from this form and any other information that you give us to: value your pension, maintain records for the purpose of payment of pensions, pension-related payments, pension communication, market research and to analyse statistics.

Information sharing: We will release information disclosed on this form to other companies within the Isio group of companies (and any future owners), the Trustee’s professional advisers, insurance companies (where requested by the Trustees of your pension scheme or you), other service providers who hold or process your data on our behalf and third parties to whom we are required to transfer data by law or regulatory requirements (e.g. government and regulatory authorities).

Fraud Prevention: We will check the details provided on this form with fraud prevention agencies. If you give false or inaccurate information and we identify fraud, we will pass your details to fraud prevention agencies. Law enforcement agencies may access and use this information. We and other organisations may also access and use this information to prevent fraud and money laundering, for example, when processing a claim to pay benefits.

Privacy Notice: You can view a copy of our Privacy Notice here: https://www.isio.com/privacy-policy/.

Please contact us if you would like to view the Privacy Notice specific to your pension scheme. If you have provided data on this form relating to third parties, such as your spouse, civil partner, co-habitee and/or children, you should inform the third party that you are doing this and share a copy of the Privacy Notices’ with them so they understand how this data is processed.