Transfer to Royal London

You can easily transfer to an existing Pension Portfolio plan using our personal pension submission portal.

You’ll need to:

1. Download and complete our Pension Portfolio additional investment form (PDF).
2. 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 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 transferring to Royal London, please contact 0345 603 0154.

Plans set up after 2 December 2024 will have a plan number starting 10000.

Instantly submit an application to transfer your client’s existing pension savings to their Pension Portfolio plan.

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To be eligible for any ProfitShare award in April 2026, your client's pension or ISA must be in force on or before 31 December 2025. We’ll apply ProfitShare awards to the plan value as of 1 April each year. Any new money your clients add into an existing pension or Stocks and Shares ISA before 6pm on Tuesday 31 March 2026 will be included in our calculations for any 2026 ProfitShare award.

Please note that we can't guarantee that we'll award ProfitShare every year. Please make sure you allow enough time for the ceding scheme to complete the transfer and the money to clear into the Royal London bank account before 6pm on Tuesday 31 March 2026. Delays in the transfer process could mean the money isn't included in our calculations for any 2026 ProfitShare award.

To guarantee payment in the 2025/26 tax year, please allow enough time for the ceding scheme to complete the transfer before requesting the payment.

If a transfer has been requested with a taxable income payment to be taken when the plan is set up and the transfer is received later than expected, the taxable income payment will be paid in the 2026/27 tax year.