Financial advisers

Please note: During this time, we will be prioritising our payment cases for bereavements and retirements. Please allow four weeks before contacting us if you’ve not heard from us regarding any other case.

At Universities Superannuation Scheme Limited we are continuously looking to improve the service that we provide. If you are happy for us to contact you to find out more information about your experience, please fill in this quick survey.

This section is designed to provide independent financial advisers the materials they may require in conjunction to the information provided in the USS scheme area to assist with providing USS members and former USS members advice on their options in respect of their USS benefits.

We have gathered together the common requests received from financial advisers and placed them in this one area of the website for ease of reference and to prevent the need to wait for information to be posted to you.

If you need specific information for a particular member this can be provided on request, providing we have an up to date letter of authority. Letters of authority can be emailed, faxed or posted to USS. We ask that member information is kept to a minimum but we require the following items for a valid letter of authority:

  • Member’s full name
  • Member’s USS reference number
  • Member’s signature
  • Date
  • The advisers who are given the authority
  • It should also mention the name of the pension scheme – USS

We will hold the authority on file and it will remain valid for a period of 12 months. If you request information after this time then an up to date letter will be required.



A collection of forms, factsheets and modellers that may assist answering member queries.



What USS will provide

Information on what USS can provide to financial advisers upon request.



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