Workplace pensions

For your workplace client conversations, visit our Customer or Employer hubs (opens in a new window) for resources and tools. 

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

Choose the relevant application form:

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.

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. 

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

Get a quote

Do business easily and efficiently

Find out how our award winning servicing teams can help you save time and effort at tax year end.

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.

Start a conversation

You can access rich data and insights about clients who typically make a single contribution during the tax year end period. Talk to your usual Royal London contact.

Tax year end insights

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