Pension Portfolio literature
Find application forms for new and existing clients as well as guides, leaflets, sales aids and other supporting materials.
You can apply for new Pension Portfolio plans using our online service.
To save time, some of our personal pension application forms can be uploaded or submitted online through our submissions portal.
Application forms
| Name | Description | Available formats |
| Pension Portfolio application form (65A49) | Apply for a Pension Portfolio plan. | |
| Pension Portfolio Income Release application form (65A50) | Apply for a Pension Portfolio plan with Income Release. | |
| Beneficiary Income Release application form (65A55) | Apply for a Beneficiary Income Release plan. |
How to submit these forms
You can apply for new Pension Portfolio plans using our online service.
You can also upload completed PDF forms to our submissions portal. We accept forms that have been:
- printed off, signed and scanned
- signed with an electronic signature
- unsigned with an attached email from your client confirming they’re happy to go ahead with the application
Contribution forms
| Name | Description | Available formats |
| Pension Portfolio additional contribution application form (65A6) | Apply an additional contribution to an existing Pension Portfolio plan. |
Online service (for plans opened after 2 December 2024 only) |
| Pension Portfolio single contribution application form (65A59) | Apply a single contribution to an existing Pension Portfolio plan. | |
| Pension Portfolio Income Release additional contribution with tax-free cash application form (65A39) | Apply an additional contribution and release tax-free cash from an existing Pension Portfolio plan with Income Release. |
Online service (for plans opened after 2 December 2024 only) |
How to submit these forms
You can complete these forms using our online service.
Upload completed PDF forms to our submissions portal. We accept forms that have been:
- printed off, signed and scanned
- signed with an electronic signature
- unsigned with an attached email from your client confirming they’re happy to go ahead with the application
Withdrawal and drawdown forms
| Name | Description | Available formats |
| Income Release switch on application form (65A53) | Apply an additional contribution to an existing Pension Portfolio plan. | Download PDF |
| Pension Portfolio Income Release additional tax-free cash, start/change income and full withdrawal application form (65A41) | Release additional tax-free cash and/or start/change income payments or make a full withdrawal from an existing Pension Portfolio plan with Income Release. |
Online form (no login needed) |
| One-off taxable income payment request from an existing Income Release plan | Request a one-off taxable income payment from an existing Income Release plan. | Online form (no login needed) |
| Cash lump sum application form (2TA1405) | Apply to take a cash lump sum from a Pension Portfolio plan, Individual Pension plan, or Retirement Solutions plan. |
Client online form (opens in a new window) |
| Small pot commutation options application form (2TA1586) | Apply to take pension savings under the small pots option. |
Client online form (opens in a new window) |
How to submit these forms
You can also upload completed PDF forms to our submissions portal. We accept forms that have been:
- printed off, signed and scanned
- signed with an electronic signature
You can also submit Income Release switch on application form (65A53) unsigned with an attached email from your client confirming they’re happy to go ahead with the application.
Change of investment forms
| Name | Description | Available formats |
| Change of investment form (32A28) | Alter your investment choice. |
How to submit these forms
You can save time and paper by completing this form using our online service.
You can upload completed PDF forms to our submissions portal. We accept forms that have been:
- printed off, signed and scanned
- signed with an electronic signature
- unsigned with an attached email from your client confirming they’re happy to go ahead with the application.
Adviser charge forms
| Name | Description | Available formats |
| Pension Portfolio ongoing adviser charge form (14P51) | Add a new ongoing adviser charge, change a previously agreed ongoing adviser charge, or stop an existing ongoing adviser charge from being deducted. | Download PDF |
| Ad hoc adviser charge instruction form (14P45) | For your client to complete if you're to receive an ad hoc adviser charge payment in return for new advice and services on their plan. | Download PDF |
How to submit these forms
Upload completed PDF forms to our submissions portal. We accept forms that have been:
- printed off, signed and scanned
- signed with an electronic signature
Beneficiary nomination forms
| Name | Description | Available formats |
| Payment of benefits on death form (14P27) | Nominate beneficiaries if your client has a personal or workplace pension with us. |
Client online form (opens in a new window) |
How to submit these forms
The easiest and fastest way to complete this form is by using the embedded client form on our website or through logging in to our online service. Clients can also complete this form themselves on the Royal London app.
You can also upload completed a PDF of this form to our submissions portal.
We accept forms that have been:
- printed off, signed and scanned
- signed with an electronic signature
- unsigned with an attached email from your client confirming they’re happy to go ahead with the application
Key features
| Name | Description | Available formats |
|
Key features of the Pension Portfolio plan (65KF1) |
Important information to help you and your client decide if Pension Portfolio is suitable for their needs. | Download PDF |
| Beneficiary Income Release key features (65KF4) | Important information to help you and your client decide whether our Pension Portfolio Beneficiary Income Release plan is is suitable for their needs. | Download PDF |
Fair Value Assessment
| Name | Description | Available formats |
|
Fair Value Assessment - Individual pensions (L32PD0003) |
This Fair Value Assessment covers our Pension Portfolio (including Income Release) and Individual Stakeholder Pension products. | Download PDF |
Sales aids
| Name | Description | Available formats |
|---|---|---|
|
Income Tap customer leaflet (65SA11) |
Discover what Income Tap is and how it works. | Download PDF |
|
Pension Portfolio and Income Release key messages document (65RT0123) |
Download these key messages to help compile your clients' suitability reports when recommending Royal London as a preferred pension provider. | Download PDF |
|
Why choose Royal London for Pension Portfolio leaflet (L4P10008) |
Download this leaflet to discuss the features of Royal London's Pension Portfolio with your client. | Download PDF |
Brochures and guides
| Name | Description | Available formats |
|---|---|---|
|
A closer look at Pension Portfolio (GPPPD0001) |
This guide provides information about who we are, what makes us different and why you should recommend Pension Portfolio for your clients. | Download PDF |
|
Using our online services (65B5) |
This guide provides information about everything you need to know about how to get started with our online service. | Download PDF |
|
Pension Portfolio adviser technical guide (65G2034) |
A guide to our Pension Portfolio. | Download PDF |
|
Pensions and investments charges guide (65G2035) |
This guide provides information about the charges your clients will pay if they take out a Pension Portfolio plan. | Download PDF |
|
Pensions and investments remuneration guide (65G2028) |
This guide provides information about the different types of adviser charge available within Pension Portfolio. | Download PDF |
|
Due diligence document (PDFPPD0172) |
This due diligence report outlines key information to help you demonstrate how we support the needs of you, your business and your clients. | Download PDF |
|
Governed Portfolios - Target Market Statement (PDF5PD0037) |
This leaflet provides details around the relevant target market for our Governed Portfolios. | Download PDF |
|
Governed Retirement Income Portfolios - Target Market Statement (PDF5PD0036) |
This leaflet provides details around the relevant target market for our Governed Retirement Income Portfolios. | Download PDF |
Terms of Business
| Name | Description | Available formats |
| Pensions and investments terms of business | Our pensions and investments terms of business sets out important aspects of doing business with us. | Download PDF |