Administration literature

Here you’ll find everything else you might need to administer our pension products from Income Release application forms to our terms of business.

Documents and forms

Title Reference Editable PDF

Adviser instructions authorisation form (PDF)

Complete if an Individual Pension Plan (excluding Executive Pension Plan) would like us to accept instructions from their financial adviser on their behalf.

32A26 -

Block transfer form (PDF)

Provide further details of any transfer payment that’s part of a block transfer to an individual, group or company pension plan.

65A32 Yes

Payment of benefits on death form (PDF)

Nominate beneficiaries for a personal or workplace pension.

14P27 Yes

Ill health form (PDF)

Apply for retirement savings on the grounds of ill health for one of the following plans: Pension Portfolio Plan (Personal Pension, Core Investments for Self Invested Personal Pension & Income Release Plan), Retirement Solutions Plan (Group Personal Pension Plan or Group Stakeholder Pension Plan), Individual Pension Plan (Stakeholder Plans), or a Talisman Pension Plan.

ILL1 -

Customer identity verification form (PDF)

Verify the identity of an individual or business contributing to the pension plan, whether they're a client or a third party.

ML2 -

Direct Debit Mandate (PDF)

Make regular contributions to a plan by Direct Debit.

65A54 -

Title Reference Editable PDF

Terms of business (PDF)

Terms of business between a financial adviser and Royal London.


Online terms and conditions for financial advisers (PDF)

Online service terms of business between a financial adviser and Royal London.

48A0111 -
Privacy notice (PDF)
How we use your personal information.
PDF6PD0013  -

Literature support