From time to time your circumstance change
Call us on: 0800 092 19 90. Monday to Friday 8:30am - 5:30pm. Or let us you.Perhaps you've moved
house and need to alter your address details. Maybe you'd like to
switch your investments or just open a new bank account...
Whatever you need to ask or tell us, this page explains how to
do so. If you have a policy through another provider, contact them
directly. If you're not sure, please contact
us.
Address change
Question
How do I change my address details/name?
Answer
Simply contact us by telephone, complete security and provide
your policy number and a customer service co-ordinator will be
happy to take the new details from you. We will then update your
records so that all correspondence is directed to your new address.
Alternatively, please write to the address below confirming both
your old and new address details and your policy numbers.
Customer Relationship Centre
Wesleyan Assurance Society
Colmore Circus
Birmingham
B4 6AR
Name change
We will require a copy of your marriage certificate/deed poll or
other legal document confirming your change of name. If you send
the original document or certified copies through the post, we will
record the details and return them for your safekeeping.
Send your change of details request to:
Customer Relationship Centre
Wesleyan Assurance Society
Colmore Circus
Birmingham
B4 6AR
Please remember to quote your policy number on any
correspondence that you send.
Switching the funds for your policy
Question
How do I switch the fund in which my policy is invested in?
Answer
If you would like to change the funds in which your money is
invested, please confirm this in writing to the address below. All
funds are managed on a forward pricing basis; therefore all
switches are processed the next working day based on the price of
units on the day of receipt.
We allow one free switch per year. You will be charged for any
subsequent switches depending on your policy type. We are unable to
accept faxed requests for fund switches.
Please send your request to:
Customer Relationship Centre
Wesleyan Assurance Society
Colmore Circus
Birmingham
B4 6AR
Please remember to quote your policy number on any
correspondence that you send. If you are unsure whether your policy
allows you to switch funds, please contact us.
Changing Your Bank or Bank Account
Question
I have recently changed my bank, how can I change my Direct
Debit details?
Answer
Direct Debits have become more user-friendly and your own bank
may transfer a Direct Debit from your old account to a new account.
We would suggest that you check with your bank to see if they offer
this facility. If they do, they will make the necessary changes to
transfer your collection arrangements to your new bank.
Alternatively, please contact us and
we will send you a Direct Debit form for you to complete and return
to us.
Individual Pension Plan - Amendment Deed
Question
I have received a letter regarding changing the rules on my
Individual Pension Plan and need a replacement copy of the deed of
amendment.
Answer
Two versions of the amendment deed are available:
If the reference on your letter begins with MSS, you need to
download and complete the 'Medical Sickness Individual Pension Plan
Amendment Deed'
Medical Sickness Individual Pension Plan Amendment Deed (pdf opens
in new window)
If the reference on your letter begins with WAS, you need to
download and complete the 'Wesleyan Individual Pension Plan
Amendment Deed'
Wesleyan Individual Pension Plan Amendment Deed (pdf opens in new
window)