Cancelling a plan

Information if you’re looking to surrender a plan

If you're thinking of ending your plan altogether, please read this document to help you consider your options.

If you’re not able to carry on paying into your plan or you need to withdraw some of the money you’ve invested, there are ways to do this without cashing in all of your plan.

Get advice from your Specialist Financial Adviser

Before you cancel or surrender a policy, we recommend you speak to your Specialist Financial Adviser from Wesleyan Financial Services, to make sure it’s the right decision for you.

To arrange an appointment, you can:

If you’ve already spoken with your Specialist Financial Adviser and still wish to cancel a plan, you can contact us via secure message by logging in to My Wesleyan.

Alternatively, you can call us on 0800 058 2965. Lines are open 9am - 5pm, Monday to Friday.

Cancelling a Wesleyan Unit Trust Managers (WUTM) plan

If you’re looking to cancel a WUTM plan, you can fully withdraw from a single-owned plan via your WUTM portal.

For jointly-owned plans, you can call 0330 123 3813. Lines are open Monday to Friday, 9am - 5pm.