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