Pension Portfolio literature

Find application forms for new and existing clients as well as guides, leaflets, sales aids and other supporting materials.

To save time, some of our personal pension application forms can be uploaded or submitted online.

Documents and forms

Title Reference Editable PDF

Pension Portfolio application form (PDF)

Complete to apply for a Pension Portfolio Plan.

65A49 Yes

Pension Portfolio Income Release application form (PDF)

Complete to apply for a Pension Portfolio Plan with Income Release.

65A50 Yes

Beneficiary Income Release application form  (PDF)

Complete to apply for a Beneficiary Income Release Plan.

65A55 Yes

Title Reference Editable PDF

Pension Portfolio - single contribution application form (PDF)

Complete to apply a single contribution to an existing Pension Portfolio Plan.

65A59 Yes

Pension Portfolio - additional contribution application form (PDF)

Complete to apply an additional contribution to an existing Pension Portfolio Plan.

65A6 Yes

Pension Portfolio Income Release - switch on application form (PDF)

Complete to switch on the Income Release facility for an existing Pension Portfolio Plan.

65A53 Yes

Pension Portfolio Income Release - additional contribution with tax-free cash application form  (PDF)

Complete to apply an additional contribution and to release tax-free cash from an existing Pension Portfolio Plan with Income Release.

65A39 Yes

Pension Portfolio Income Release - additional tax-free cash, start/change income and full withdrawal application form (PDF)

Complete to 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.

65A41 Yes

Title Reference Editable PDF

Change of investment form (PDF)

Complete to alter your investment choice.

32A28 Yes

Payment of benefits on death form (PDF)

Complete to nominate beneficiaries if your client  has a personal or workplace pension with us.

14P27 Yes

Pension Portfolio ongoing adviser charge form  (PDF)

Complete to add a new ongoing adviser charge, change a previously agreed ongoing adviser charge, or stop an existing ongoing adviser charge from being deducted.

14P51 Yes

Ad hoc adviser charge instruction form (PDF)

Complete if you’ve agreed your financial adviser will receive an ad hoc adviser charge payment in return for new advice and services they provide on your plan.

14P45 Yes

Block transfer form (PDF)

Complete to provide further details of any transfer payment that’s part of a block transfer to a personal, workplace or company pension plan.

65A32 Yes

Cash lump sum application form (PDF)

Complete to apply to take a cash lump sum from a Pension Portfolio Plan, Individual Pension Plan, or Retirement Solutions Plan.

2TA1405 Yes

Small pot commutation option application form (PDF)

Complete to apply to take pension savings under the small pots option.

2TA1586 Yes

Title Reference

A closer look at Pension Portfolio (PDF)

This guide provides information about who we are, what makes us different and why you should recommend Pension Portfolio for your clients.

GPPPD0001

Using our online services (PDF)

This guide provides information about everything you need to know about how to get started with our online service.

65B5

Pension Portfolio adviser technical guide (PDF)

A guide to our Pension Portfolio.

65G2034

Pension Portfolio charges guide (PDF)

This guide provides information about the charges your clients will pay if they take out a Pension Portfolio Plan.

65G2035

Our guide to your remuneration (PDF)

This guide provides information about the different types of adviser charge available within Pension Portfolio.

65G2028

Pension Portfolio online experience due diligence report (PDF)

This report provides more information about our digital capabilities, functionality and benefits of using the Pension Portfolio and Income Release online experience.

PDFPPD0172

Governed Portfolios - Target Market Statement (PDF)

This leaflet provides details around the relevant target market for our Governed Portfolios.

PDF5PD0037

Governed Retirement Income Portfolios - Target Market Statement (PDF)

This leaflet provides details around the relevant target market for our Governed Retirement Income Portfolios.

PDF5PD0036

Title Reference

Key features of the Pension Portfolio plan (PDF)

Important information to help you decide whether our Pension Portfolio is right for you.

65KF1
Beneficiary Income Release key features (PDF)

Important information to help you decide whether our Pension Portfolio Beneficiary Income Release plan is right for you.

65KF4

Title Reference

Income Tap customer leaflet (PDF)

Discover what Income Tap is and how it works.

65SA11

Pension Portfolio and Income Release suitability report (.doc)

Download this template to help compile your clients’ suitability reports when recommending Royal London as a preferred pension provider.

65RT0124

Pension Portfolio and Income Release key messages document (.doc)

Download these key messages to help compile your clients' suitability reports when recommending Royal London as a preferred pension provider.

65RT0123

Why choose Royal London for Pension Portfolio leaflet (PDF)

Download this leaflet to discuss the features of Royal London's Pension Portfolio with your client.

L4P10008

One-off taxable income payment

Request one-off tax-free payments using our online and downloadable forms.

Literature support