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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 literature

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

Individual pension range literature

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

Talisman pension range literature

Talisman pension range

Literature for you to share with your client

Could your clients benefit from saving more?

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.

Can I save more into my pension? infographic – shows clients who are currently working from home, the difference adding the savings from their work commute could make to their retirement goals.

Using pensions and cash ISAs to save for retirement – client-facing case study which looks at a client with money sitting in a cash ISA earning very little interest and the benefits of using this money to make a single contribution into their pension.

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 literature

Retirement Solutions application forms

Retirement Solutions key features

Retirement Solutions guides

Employer facing marketing material

Auto enrolment

Auto enrolment guides

Auto enrolment factsheets

Auto enrolment investment guides

Design/Implement/Run support materials

Employer auto enrolment terms and conditions

Crest Defined Benefit literature

Crest defined benefit application forms

Crest defined benefit guides

Crest Money Purchase literature

Crest Money Purchase forms

Crest Money Purchase key features

Crest Money Purchase guides

Talisman Group Pension Plan (1996) literature

Talisman Group Pension Plan application forms

Talisman Group Pension Plan key features

Talisman Group Pension Plan guides

Talisman Group Personal Pension Plan (1986) literature

Talisman Group Personal Pension Plan (1986)

Investment

Most downloaded
Factsheets

Governed Range

With profit factsheets

Other factsheets

Monthly fund performance
Our investment options

The Governed Range

Governed Portfolios

Governed Retirement Income Portfolios

The fund range

Our default investment

External funds

Other

Sales aids

Sales aids for advisers

Sales aids for use with clients

 

Change of investments
Assessing risk profile
Governance

Life policies

Life policies literature

Capital Investment Bond Literature

Profitbuilder Literature

Other 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 royallondon.com.

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.