How to pay
Making a single contribution into a personal pension or workplace pension is easy. To discover how, select the type of pension your client has.
Personal pensions
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 make a single contribution for your Pension Portfolio clients online.
Plans set up before 2 December 2024
Submit single contribution applications for your Pension Portfolio clients using our online form.
Use our online form to submit applications without a signature when:
- There's no change in adviser
- It's less than 2 years since the last single contribution
- There's no change in adviser charge, or no adviser charge applies
- The investment choice is the same.
For clients whose investment choice is changing, where there's been a change in adviser or adviser charge, or if it's been 2 years since the last contribution, please submit applications using our personal pension submission portal. Simply:
- Download and complete our additional contribution form (PDF).
- Use our personal pension submission portal to upload and securely send the form to our servicing team.
Once we've processed the application, we'll send you a confirmation email.
If you need help with making a single contribution, please contact 0345 603 0154.
Workplace pensions
If you're making a single contribution on behalf of an existing workplace customer, you’ll need to:
- Download and complete the form(s) you need.
- Additional contribution Group Personal Pension Plan (PDF)
- Additional contribution Group Stakeholder Pension Plan (PDF)
- Adviser charge instruction form (PDF) (optional)
We can accept scanned copies of signed application forms, and applications signed by the client using an electronic signature (e.g. DocuSign).
- Use our workplace pension submission portal to upload and securely send the form to our servicing teams.
- Your client will then need to make a bank transfer using our payment details (opens in a new window).
Workplace pension customers can make a single contribution directly by visiting the contributions section on our customer website (opens in a new window).
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.