Patscotland uk20180103AppealForm2Help using this Veterans UK PDF form 2026

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  1. Download the form to your computer and open it in our editor.
  2. Begin by filling out Part A with your personal details, including your rank, name, service number, and contact information. Ensure all entries are in block capitals for clarity.
  3. Proceed to Part B to indicate your application for pension benefits. Carefully tick the appropriate boxes based on your circumstances regarding early payments or specific pension schemes.
  4. In Part C, provide your bank account details for payment. Make sure to double-check the accuracy of the account number and sort code.
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AFPS Preserved Pension Application (Form 8) If you want to claim for a former spouse pension credit payment, please complete and return this form by post.
Can I transfer my pension out into another scheme? You can apply to transfer your pension benefits to an eligible scheme, whether you have a preserved pension, or whether you are leaving with less than two years service.
Preservation is a term defined in the Pensions Act, 1990, as amended to refer to a requirement for occupational pension schemes to maintain benefits for members after they leave. The same principle applies in relation to personal pensions and PRSAs.

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The rule is the same for all regular and reserve personnel. No immediate pension is paid if you leave under the age of 60, but there is an early departure income stream and lump sum thats payable to regular leavers only. Youre entitled to this between the ages of 40 and 60 if youve completed 20 years of service.
SO WHAT IS IT? A preserved pension is simply a benefit you have earned by virtue of reckonable employment, but which is not paid to you until you docHub an age at which the scheme rules allow you to draw it. Until it can be drawn, it is held on your behalf and the value uplifted each year in line with CPI.
There is no flexibility about how this pension is paid: it is an annual taxable amount paid in 12 monthly instalments and a one-off tax-free lump sum worth three times the pension.
A preserved benefit is a benefit thats being held in the scheme for you until you qualify to take it. Preserved benefits are calculated based on your service and salary to the date you left the scheme and theyre re-valued annually in line with increases in the Consumer Price Index.
To receive the pension you need to make a claim: To claim a preserved pension visit the Veterans UK website and fill in AFPS Form 8. Send the form 3 months before your pension is due. If you have passed the due date, you can still claim using the same form.