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Pensions literature

Discover all the information you might need to support your client with their personal pensions and workplace schemes. Download application forms, client brochures, product summaries and more.

Personal pensions literature

Pension Portfolio

Get application forms for new and existing clients as well as guides, leaflets, sales aids and other supporting materials.

Pension Portfolio literature  

Other individual pensions ranges

Access material for other pension products including forms, brochures and guides.

Other pensions literature  

Workplace pensions literature

Retirement Solutions

Support workplace retirement planning solutions using our marketing materials, forms and other literature.

Retirement Solutions literature  

Talisman Group

Supporting literature for clients who have a Talisman Group Pension Plan.

Talisman Group literature  

Crest

Find Crest money purchase literature including change of investment forms, key features, guides, and more.

Crest literature  

Trusts and administration

Trusts

Need to set up a trust? Find key materials, including nomination and deed of appointment forms.

Trusts literature  

Administration

Supporting documents and key literature to administer and manage your client's pension.

Administration literature  

Help and support

Find the right pension application form

Search for the correct pension application form.

Find the right application form  

Submit pension forms

Apply instantly for new individual pension plans online, or upload everything else via our portal.

Submit pension forms online