How to switch
Our team is ready to help you switch your clients' pensions to Royal London. To start an application, follow the steps to switch to a new or existing plan.
Personal pensions
Switch to a new Pension Portfolio plan
Easily switch your client's pension to a new Pension Portfolio plan, using our online service.
In only a few steps, your client’s plan is created as soon as the application is submitted.
You can keep track of the progress of the application here too, with real-time updates.
Switch to an existing Pension Portfolio plan
To switch to an existing Pension Portfolio plan, choose when the plan started.
Plans set up after 2 December 2024
Switch your client's pension to an existing Pension Portfolio plan online. Plans set up after 2 December 2024 will have a plan number starting 10000.
Our new online service is quick and easy. In only a few steps, your client’s plan is created as soon as the application is submitted.
You can keep track of the progress of the application here too, with real-time updates.
Plans set up before 2 December 2024
You can easily switch to an existing Pension Portfolio plan using our submission portal.
You’ll need to:
- Download and complete our Pension Portfolio 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 (.doc) 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 switching to Royal London, please contact 0345 603 0154.
Why switch to Royal London?
Learn the latest on pension switching and reasons to switch (PDF) to Royal London.
To find out more about Pension Portfolio and more reasons to switch to Royal London, visit the personal pensions area of our website.
Do business easily and efficiently
Find out how our award winning servicing teams can help you save time and effort at tax year end.
Transcript
During tax year end, you're not alone.
Our expert servicing teams are your behind-the-scenes go-to pros.
These are the specialists who keep the gears turning smoothly.
Getting money in and out of your client's plan quickly and efficiently.
They're the reason our service feels so seamless.
Our teams are made up of real people who get it.
They're equipped with the knowledge and tech to support you, making sure your tax year end is as hassle-free as possible.
Tax year end insights
Get insights and guidance from our technical team on all your queries at tax year end. Visit Technical Central.
