How to increase contributions
Increasing regular contributions into an existing personal pension or workplace pension is easy. Select the type of pension your client has, to discover how.
Plans set up after 2 December 2024
Plans set up after 2 December 2024 will have a plan number starting 10000.
Instantly submit an application to increase regular contributions for your Pension Portfolio clients online.
Plans set up before 2 December 2024
Easily increase regular contributions using our personal pension submission portal.
You'll need to:
- Download and complete our additional investment form (PDF)
- Use our personal pension submission portal to upload and securely send the form to our servicing team.
We can accept:
- Scanned copies of signed application forms
- Applications signed by the client using an electronic signature (e.g. DocuSign).
If you can't get a signature from the client, please submit the application form with an email from them confirming they want to proceed. To help, we've created a standard wording (.DOCX) to include in the confirmation email from your clients.
Once we've processed the application, we'll send you a confirmation email.
If you need help with increasing regular contributions, please call 0345 603 0154.
Workplace pensions
To increase regular pension contributions, employees need to contact their employer.
The employer will need to update payroll, then notify our Corporate Servicing team about the change in contribution. Details of your client's Corporate Servicing contact can be found on our online service.
We'll send out documents to the employee by post once we've applied the change.
Support for workplace clients
Visit our employer and customer hubs to find resources and guidance to support your tax year end tasks and client conversations.
Tax year end insights
Get insights and guidance from our technical team on all your queries at tax year end. Visit Technical Central.
