Switch to Royal London

How to switch

Submit the application online

You can submit applications online quickly and easily, simply:  

Complete the relevant application form

Switch to a new Pension Portfolio plan

Pension Portfolio application form (PDF)

Pension Portfolio Income Release application form (PDF)

Pension Portfolio application form – transfer only (PDF)

Pension Portfolio Income Release application form – transfer only (PDF)

Switch to an existing Pension Portfolio plan

• Complete our Pension Portfolio additional investment application form (PDF)
• Then 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)
• an unsigned copy of an application form where it hasn't been possible to get a wet signature from the client. This must be submitted along with an email from the client, confirming that they're happy to go ahead with the application.

To make it easier for you, we've created some standard wording (.doc) that must be included in the confirmation email from your clients.

How to help your clients this tax year end

Find out how switching to Royal London could make a difference to your client’s pension savings.

Get a quote

To find out more about Pension Portfolio and more reasons to switch to Royal London, visit the personal pensions area of our website.  

Start a conversation

Conversation starters

Demonstrate the benefits of switching to Royal London:

Pension switching leaflet – still saving and approaching retirement leaflet (PDF)

Data and insight

For data and insight about clients who are most likely to transfer, speak to your usual Royal London contact.

Learn the latest

Leaflets

Learn the latest on pension switching and reasons to switch to Royal London:

Pension switching checklist (PDF)

Pension switching - still saving and approaching retirement leaflet (PDF)

Webinars

Pension switching: to switch or not to switch - that is the question

Can’t find what you’re looking for?

Visit the Technical Central area of our website for lots more articles and webinars on a range of pension topics to support your client conversations.