Making a withdrawal from your plan

Thinking about taking cash out of an investment? Here are the details you need.

Request a withdrawal online

If you’d like to make a withdrawal from a Wesleyan investment plan, the simplest way to start the process is to log in to My Wesleyan and complete the online withdrawal form.  

Before making a withdrawal, you may want to book an appointment with your Specialist Financial Adviser from Wesleyan Financial Services. They can advise on the best way to proceed with your withdrawal in relation to potential income tax liabilities.

Other ways to make a withdrawal

You can also start the withdrawal process by phone or by post:

  • Call us on 0800 316 7034
  • Write to us at:
    Customer Relationship Centre
    Wesleyan Assurance Society
    Colmore Circus
    B4 6AR

WUTM withdrawals

If you are withdrawing from a Unit Trust ISA, the easiest way is to log in to your WUTM portal. You can request a withdrawal online.

Alternatively, you can call 0330 123 3813.

Pension withdrawals

Should you wish to withdraw cash from your pension, please call our Retirement team on 0800 975 0140 to discuss your options.