PERSONAL INFORMATION FORM - Mercer UK 2025

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The document is a Personal Information Form required by Mercer for new employees to complete upon accepting a job offer. It collects confidential personal details, emergency contacts, bank information, education and employment history, and requires disclosure of any unspent convictions. The form emphasizes the importance of accuracy and confidentiality in accordance with the Data Protection Act 1998, and includes a declaration for applicants to confirm the truthfulness of their provided information.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can I take cash out of my pension?

Take cash lump sums You can take your whole pension pot as cash straight away if you want to, no matter what size it is. You can also take smaller sums as cash whenever you need to. 25% of your total pension pot will be tax-free. Youll pay tax on the rest as if it were income.

Can you withdraw money from Mercer pension?

Since 2015, members have been able to stay invested after they retire and flexibly take income (or draw down) from their pension savings. Some members may choose to take all their pension savings in cash or to buy an annuity.

Can you pull money out of a pension plan?

Some pensions allow a lump-sum cash-out, offering immediate access to funds but at the cost of potential taxes and penalties. Others require the money to remain in the plan until you reach retirement age, ensuring future income but limiting access.

Can I transfer my Mercer pension?

You can contact Mercer for a quote, which will include all the information and forms you need to process a transfer. Please note that if you are within 12 months of your normal pension age, transfers out are not permitted under Scheme rules.

Who has taken over Mercer pensions?

As of January 1, 2024, Aptia UK Limited (Aptia) acquired Mercers UK pension administration business. This means that Aptia will now be taking care of your pension benefits, so you may notice that things might look a little different than what you have been used to.

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Can you withdraw money from your pension fund?

You can only cash out your pension fund if you withdraw from the pension fund, in other words, when you resign or lose your job. Losing your job and retiring, however, are two different scenarios: If you retire, you can only cash out up to one-third, and the balance must be used to purchase an annuity.

How do I notify Mercer of death?

If you need to notify us of the death of member, you can call Mercer on 01372 200 275 (Monday to Friday between 8.30am and 5.30pm, except bank holidays) to let us know.

PERSONAL INFORMATION FORM - Mercer UK 2025

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Can I take cash out of my pension?

Can you withdraw money from Mercer pension?

Can you pull money out of a pension plan?

Can I transfer my Mercer pension?

Who has taken over Mercer pensions?

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Can you withdraw money from your pension fund?

How do I notify Mercer of death?

mercer oneview pension login

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