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.

Personal pensions

To increase regular contributions to an existing Pension Portfolio plan, choose when the plan started.


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.

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Easily increase regular contributions using our personal pension submission portal.

You'll need to:

  1. Download and complete our additional investment form (PDF)
  2. 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.

More guidance

Explore our resources that will help you do business easily this tax year end.

Tax year end insights

Get insights and guidance from our technical team on all your queries at tax year end. Visit Technical Central.