The health and lifestyle form can be downloaded as it is, however, the form contains information about a number of medical conditions some of which may not be relevant to you or your dependant. We recommend that you use our form builder which will produce a form that only contains the questions that are applicable to you or your dependant.

Even if the medical conditions listed are not relevant to you (or your dependant), the form also contains additional questions regarding lifestyle information such as smoker information, height & weight, cholesterol and blood pressure. Completing these questions could result in more income for you in retirement, so it’s recommended that you still download and complete the form.

I’d like to use the form builder (recommended)

The medical section of the form allows you to enter information on any medical conditions you or your dependant may have. It is important that you include all your medical conditions as this may increase your retirement income.

In order to only include the pages of the form that are relevant to you, please select your and your dependant’s medical conditions below, then click Download form. An accompanying guide to the form is also available to download. This guide provides information on completing the form.

Heart attack, angina and other vascular conditions
Diabetes
Cancer, leukaemia, lymphoma, growth or tumour
How many types/occurrences of cancer, leukaemia, lymphoma, growth or tumour do you need to include?
Stroke
Respiratory/lung disease
Multiple sclerosis
Other neurological condition
Other conditions
How many other conditions do you need to include?
Download guide

Once the form has downloaded you will need to fill in the form and give it to your financial adviser. If you have decided to deal directly with a provider(s) you can send the form to them, however they may only be able to provide quotes for their own products.

I’d like to download the whole form

You can view the entire form by clicking Download form. An accompanying guide to the form is also available to download. This guide provides information on completing the form.

Once the form has downloaded you will need to fill in the form and give it to your financial adviser. If you have decided to deal directly with a provider(s) you can send the form to them, however they may only be able to provide quotes for their own products.

The form contains sections on your pension options. If you feel uncomfortable completing these, please contact your financial adviser for help with completing this part of the form.

What's next?

Once you have downloaded and completed the health and lifestyle form, you will need to give this to your financial adviser if you have one. If you do not have a financial adviser, you can use a directory to find a retirement specialist to help you through the process.

If you have decided to deal directly with a provider(s) you can send the form to them, however, they may only be able to provide quotes for their own products.