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Switch to Royal London

If your clients want to switch to Royal London, everything you need to get started is right here.

If you're just looking to start a conversation with your clients about the benefits of switching, or even brush up on the key things to consider when recommending a pension switch to your clients, we can help you with that too.

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

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.

Expert views and CPD

Gain CPD from our webinar and get answers to your common tax year questions.

Watch our webinar  

Tools and support

Our specialist tools can help you deliver cost-effective services to your clients.

Planning tools  

Key dates and useful information

Find out the key dates and deadlines for the 2022/23 tax year.

Access key dates  

Hit the ProfitShare deadline

While we can’t guarantee that we can award ProfitShare every year, if your clients make a single contribution or a transfer into their existing Royal London plan before 6pm on Thursday 30 March 2023, we'll include this in the calculations for any ProfitShare that may be awarded in 2023.

To qualify for an award in 2023, the plan must have been in force on or before 30 December 2022.