FOR ADVISERS ONLY
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
- Uploading an unsigned application form for a new Pension Portfolio or Pension Portfolio (with Income Release) plan Online form
- Pension Portfolio application form (65A49) Print-friendly
- Pension Portfolio Income Release application form (65A50)
- Pension Portfolio application form - transfer only (APPPPPD0001) - editable PDF
- Pension Portfolio Income Release application form - transfer only (APP2TPD0001) - editable PDF
- Personal pension with Self Investment (SIPP) application form (65A51)
Existing clients in Pension Portfolio (including Income Release and SIPP)
- One-off taxable income payment request - Adviser form Online form
- One-off taxable income payment request - Client form Online form
- Pension Portfolio - single contribution application form (65A59)
- Pension Portfolio - additional contribution application form (65A6)
- Pension Portfolio Income Release - switch on application form (65A53)
- Pension Portfolio Income Release - additional contribution with tax-free cash application form (65A39)
- Pension Portfolio Income Release - additional tax-free cash, start/change income and full withdrawal application form (65A41)
- Self Investment Switch on application form (65A10)
- Pension Portfolio & SIPP Additional contribution application form (65A15)
- Property purchase/Transfer-in application form (65A20)
Other forms
- Payment of Benefits on Death Form (14P27)
- Pension Portfolio Ongoing Adviser charge form (14P51)
- Ad hoc adviser charge instruction form (14P45)
- Block Transfer Form (65A32)
- Cash lump sum application form (2TA1405)
- Small pot commutation option application form (2TA1586)
- Cash Lump Sum application form (2TA1581)
- Self Investments - Investment disclaimer and risk warning (65A29)
- Beneficiary Income Release application form (65A55)
Pension Portfolio guides
- Using our online services (65B5)
- Pension Portfolio Adviser Technical Guide (65G2034)
- Pension Portfolio Charges Guide (65G2035)
- Our guide to your remuneration (65G2028)
- Property Guide (65B8)
- A guide to Pension Portfolio (65B10)
- A closer look at Pension Portfolio guide (G PP PD 0001)
- A guide to Income Release (65B11)
- A guide to Beneficiary (65B12)
Pension Portfolio key features
- Self Investments Key Features (65KF2)
- Core Investments Key Features (65KF1)
- Beneficiary Income Release Key Features (65KF4)
Pension Portfolio leaflets
- Core Investments Charges Summary (65L1)
- Discretionary Fund Manager Leaflet (65L3)
- Permitted Investments Schedule (65L5)
- Self Investments Charges Appendix (65TC3)
- Self Investments Charges Summary (65L4)
Pension Portfolio sales aids
- Income Tap Customer Leaflet (65SA11)
- Pension Portfolio & Income Release suitability report (65RT0124)
Stakeholder Pension Plan - application forms
- Change of Investment Form (32A28)
- SHR additional contribution application form (32A7)
- SHR application form (32A5)
Executive Pension Plan - application forms
- Change of Investment Form (32A28)
- EPP Tax-Free Cash Entitlement Form (32A30)
Section 32 Buy Out Plan - application forms
- Change of Investment Form (32A28)
Individual pension range - key features
Individual pension range - guides
- Technical guide for our Stakeholder Pension Plan (32B2)
- Investing for your retirement - Pension investment options guide (Client brochure) (BR5P10004)
Talisman pension range
- Retirement Options Charges Summary (18B2)
- Talisman Retirement Options Income Drawdown (24P2)
- Change of investment application form (Crest only) (2TA0105)
- Change of investment application form (excluding Crest) (A16ON0001)
- Talisman Pension Plans (1986) Charges Leaflet (16L20)
- Talisman Pension Plans (1998) Charges Leaflet (26L15)
- Tax-Free Cash Entitlement Form (32A30)
- Your transfer in payment (ITVP)
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
- Adviser charge instruction form (14P47)
- Block transfer form (65A32RS)
- Change of default investment form (14A0608)
- Company pensions policy application form (14P18)
- Customer identity verification form (ML2)
- Declaration of health (14DOH)
- GPP & SHR Employer application form (14P28)
- GPP & SHR matched and tiered contributions form (14P32)
- GPP Additional contribution application form (14P43)
- GPP Member application (14P8)
- RS - GPP employee authorisation form (choice of payment and investment) (14CF6)
- RS - SHR employee authorisation form (choice of payment and investment) (14CF5)
- RS GPP Transfer payment application form (post RDR group plans) (14P48)
- RS GPP Transfer payment application form (pre-RDR group plans) (14P41)
- SHR Additional contribution application form (14P44)
- Stakeholder application form (14P7)
- GPP & SHR Small pot commutation option application form (2TA1586)
- CIMP - Small pot commutation option application form (2TA1585)
- Cash lump sum application form (2TA1581)
- Direct Offer application form (14A1254)
- RS SHR Direct Offer application form (14A1255)
Retirement Solutions key features
- Company pension member key features (14KFI28)
- Company pension trustee key features (14KFI29)
- Company pension trustee key features - AE version (14KFI33)
- Group personal pension key features (14KFI26)
- Group personal pension key features - AE version (14KFI119)
- Individual plan key features (14KFI40)
- Company pension member key features – AE version (14KFI123)
- Stakeholder pension key features (14KFI24)
- Stakeholder pension key features - AE version (14KFI120)
Retirement Solutions guides
- Using our online services (65B5)
- Group personal pension joining leaflet (14L22346)
- Group personal pension salary exchange joining leaflet (14L22347)
- Retirement Solutions Remuneration Guide - RDR ready (14G2030)
- Group stakeholder pension joining leaflet (14L22348)
- Group stakeholder pension salary exchange joining leaflet (14L22349)
Employer facing marketing material
- Pension options for independent schools (LPP10004)
Auto enrolment guides
- Adviser guide to auto enrolment (37G0100)
- Client guide to auto enrolment (14G2022)
- Our guide to default investment (BR5ON0001)
- A guide to setting up salary exchange on our auto enrolment system (14G0654)
Auto enrolment factsheets
- Identifying workers factsheet (14TN0159)
- Qualifying earnings factsheet (14TN0154)
- Salary exchange factsheet (14TN0170)
- Postponement factsheet (14TN0179)
- Adviser charges update (14L22397)
- Employer charges update (14L22398)
Auto enrolment investment guides
- Our guide to default investment (BR5ON0001)
Design/Implement/Run support materials
- Run leaflet (14L22296)
- Data guides (14G2033)
- Example add workers CSV file
- Example assess workers CSV file
- Example contributions CSV file
- Example payroll updates file
- Example error file
- Profitability leaflet (14B5268)
Employer auto enrolment terms and conditions
- Terms and conditions for employers using Royal London’s auto enrolment system to assess workers (37PC0107)
- Terms and conditions for employers using an alternative system e.g. payroll provider to assess workers (14PC0660)
- Terms and conditions for employers using Royal London’s auto enrolment system to assess workers – for occupational pension schemes (14PC0112)
- Terms and conditions for employers using an alternative system e.g. payroll provider to assess workers – for occupational pension schemes (14PC0661)
Crest defined benefit application forms
- Policy Application Form (12l20)
Crest defined benefit guides
- Member nominated trustees (12G2)
Crest Money Purchase forms
- Change of Investment Application Form (2TA0105)
- Declaration of Health Application Form (14DOH)
Crest Money Purchase key features
Crest Money Purchase guides
- Discontinuance Charges Q & A (13CDC)
Talisman Group Pension Plan application forms
- Block Transfer Form (65A32)
- Change of investment application form (Crest only) (2TA0105)
- Change of investment application form (excluding Crest) (A16ON0001)
- Declaration of health (14DOH)
- Talisman Group Additional Investment Application Form (73A1119)
Talisman Group Pension Plan key features
Talisman Group Pension Plan guides
- Your transfer in payment (ITVP)
Talisman Group Personal Pension Plan (1986)
- Change of Investment Application Form (2TA0105)
Investment
- Change of investment form (32A28)
- Risk Attitude Profiling Questionnaire Factsheet (511RF)
- Risk Attitude Profiling Questionnaire (511RQC)
- Investment Options (Funds By Contract Type) (509CB)
- Governed Portfolios client brochure (BR5P10010)
Governed Range
With profit factsheet
- Factsheet For Royal London Fund (5L22371)
Other factsheets
- Crest Secure Fund (5L0436)
- Scottish Life Deposit Administration Fund (5L0438)
The Governed Range
Governed Portfolios
- Governed Portfolios client brochure (BR5P10010)
- Governed Portfolios adviser brochure (BR5P10011)
- Governed Portfolios performance
Governed Retirement Income Portfolios
- GRIPs – Investing for your retirement (Client brochure) (BR5PD0001)
- GRIPs - Supporting a sustainable income (Adviser brochure) (BR5P10012)
The fund range
- Pension Fund Range - Summary (5L0560)
- Investment Options (Funds By Contract Type) (509CB)
- Matrix Fund Range (5L22225)
Our default investment
- Our guide to default investment (BR50N0001)
- New employee default investment brochure (BR5W0001)
External funds
- External Investment Solutions (5L22245)
Other
- A guide to how we manage our Unit-Linked funds (5PPFM1113)
Sales aids for advisers
- Investing responsibly with us (BR5PD0004)
- Investing responsibly with us workplace (Adviser brochure) (BR5PD0006)
- Investing responsibly with us workplace (Employer brochure) (BR5PD0007)
- Investing with us (BR5P10009)
- Taking action together for better outcomes (BRPPD0026)
- Custom investment range (511K)
- GRIPs - Supporting a sustainable income (Adviser brochure) (BR5P10012)
- Governed Portfolios adviser brochure (BR5P10011)
- Investing responsibly with our Governed Range (SA5 PD0009)
Sales aids for use with clients
- The Sustainable Fund Range (Client brochure)(BR5P10008)
- Investing for your retirement - Pension investment options guide (Client brochure) (BR5P10004)
- Investing responsibly with us customer brochure (BR5PD0005)
- GRIPs – Investing for your retirement (Client brochure) (BR5PD0001)
- Governed Portfolios client brochure (BR5P10010)
- Matrix Consumer brochure (510DQ)
- Helping you retire into a world worth living in (L5PD0004)
- Acting on our governance promise (5L22304)
- Investment Suitability Report Template (5LT0106)
- Investment Advisory Committee (5L22302)
Life policies
Other literature
Trust Forms
- Deed of Appointment/Retirement of Trustees (UL269A)
- Deed of Assignment (UL269K)
- Flexible Trust Form (GGA1568)
Administration Forms
- Adviser Instructions Authorisation Form (32A26)
- Block Transfer Form (65A32)
- Payment of Benefits on Death Form (14P27)
- Ill Health Form (ILL1)
- Customer Identity Verification Form (ML2)
- Direct Debit Mandate (45CF0137)
Terms of Business
- Terms of Business (TOB)
Terms and Conditions
HM Revenue & Customs
- You can access the HMRC website here for HMRC Forms.