Pensions literature library

This area will allow you to download literature for all our contracts.

Use the links below to access the relevant support documents.

Personal pensions

Pension Portfolio application forms

Taking out a new plan

Existing clients in Pension Portfolio (including Income Release and SIPP)

Other forms

Pension Portfolio guides

Pension Portfolio key features

Pension Portfolio leaflets

Pension Portfolio sales aids

Stakeholder Pension Plan - application forms

Executive Pension Plan - application forms

Section 32 Buy Out Plan - application forms

Individual pension range - key features

Individual pension range - guides

Cost of delay leaflet – highlights the effect putting off saving into a pension can have and why it’s important for clients to take control of their financial future.

How higher rate tax relief works in practice – client-facing case study which looks at how higher rate tax relief works in practice and how claiming higher rate tax relief can benefit a client over time.

Workplace pensions

Retirement Solutions application forms

Retirement Solutions key features

Retirement Solutions guides

Employer facing marketing material

Crest defined benefit application forms

Crest defined benefit guides

Crest Money Purchase forms

Crest Money Purchase key features

Crest Money Purchase guides


The Governed Range

Governed Portfolios

Governed Retirement Income Portfolios

The fund range

Our default investment

External funds


Sales aids for advisers

Sales aids for use with clients


Life policies

Capital Investment Bond Literature

Profitbuilder Literature

Other literature

Trust Forms

Administration Forms

Terms of Business

Terms and Conditions

HM Revenue & Customs

  • You can access the HMRC website here for HMRC Forms.

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This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.