Pensions literature library

Important note

Any application forms on this adviser literature library that are completed by a customer, without the help of a financial adviser, won't be accepted.

As a result, this could delay the customer accessing their retirement savings.

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

Workplace pensions

Retirement Solutions application forms

Retirement Solutions key features

Retirement Solutions guides

Retirement Solutions leaflets

Workplace marketing materials

Auto enrolment guides

Auto enrolment factsheets

Auto enrolment investment guides

Design/Implement/Run support materials

Employer auto enrolment terms and conditions

Crest defined benefit application forms

Crest defined benefit guides

Talisman Group Pension Plan application forms

Talisman Group Pension Plan key features

Talisman Group Pension Plan guides


Our investment options

Assessing risk profile

Sales aids (sales support)

Change of investments


Our default investment

Governed range factsheets

Monthly fund performance

Growth rates

With Profits factsheets

Other factsheets

AKG endorsement

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.

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.