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 applications forms can be uploaded or submitted online.

Documents and forms

Title Reference Editable PDF

Pension Portfolio application form (PDF)

Complete to apply for a Personal Pension Plan.

65A49 Yes

Pension Portfolio Income Release application form (PDF)

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

65A50 Yes

Pension Portfolio application form - transfer only  (PDF)

Complete to apply for a Pension Portfolio Plan.

APPPPPD0001 Yes

Pension Portfolio Income Release application form - transfer only (PDF)

Complete to apply for a Pension Portfolio Plan when making a single transfer payment into it at the start.

APP2TPD0001 Yes

Personal Pension with Self Investment (SIPP) application form (PDF)

Complete to apply for a Core Investments (Personal Pension Plan) with Self Investments.

65A51 -

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 your existing Pension Portfolio Plan.

65A59 Yes

Pension Portfolio - additional contribution application form (PDF)

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

65A6 Yes

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

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

65A41 Yes

Self Investment switch on application form  (PDF)

Complete to switch on the Self Investment facility for your existing Pension Portfolio Plan.

65A10 Yes

Pension Portfolio & SIPP additional contribution application form (PDF)

Complete to apply an additional contribution to your existing Pension Portfolio Plan that includes Self Investments.

65A15 -

Property purchase/transfer-in application form  (PDF)

Complete to tell us the details of the property you’re purchasing or transferring in specie into your Pension Portfolio Plan.

65A20 Yes

Property Questionnaire (PDF)

Complete to tell us you’re looking to purchase a property through your SIPP.

 

A P PD 0006 Yes

Title Reference Editable PDF

Payment of benefits on death form (PDF)

Complete to nominate your beneficiaries if you have 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 an individual, group or company pension plan.

65A32 Yes

Cash lump sum application form (PDF)

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

2TA1405 Yes

Small pot commutation option application form (PDF)

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

2TA1586 Yes

Cash lump sum application form (PDF)

Complete to allow the trustee member to take a cash lump sum from their Retirement Solutions Company Pension Plan.

2TA1581 Yes

Self Investments - investment disclaimer and risk warning (PDF)

Complete to declare you understand and accept the additional investment risks in an asset that is, or could become, illiquid.

65A29 -

Beneficiary Income Release application form  (PDF)

Complete to apply for a Beneficiary Income Release Plan.

65A55 Yes

Title Reference

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 our a Pension Portfolio Plan.

65G2035

Our guide to your remuneration (PDF)

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

65G2028

Property guide (PDF)

This guide provides information about the processes for purchase, administration, and sale of property.

BR5PD0008

A closer look at Pension Portfolio guide (PDF)

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

G PP PD 0001

A guide to Income Release (PDF)

This guide provides information about Income Release.

65B11

A guide to Beneficiary Income Release (PDF)

This guide provides information about Beneficiary Income Release.

65B12

Core investments charges summary (PDF)

This leaflet explains the charges and charging structure for the core investments within your Pension Portfolio Plan.

65L1

Discretionary fund manager leaflet (PDF)

This guide provides information about Pension Portfolio Self Investments discretionary fund managers.

65L3

Permitted investments schedule (PDF)

This schedule sets out the types of investment that can be held within the Self Investments arrangement of the Pension Portfolio.

65L5

Self Investments charges appendix (PDF)

This appendix lists Pension Portfolio Self Investments annual charges and investment charges.

65TC3

Self Investments charges summary (PDF)

This leaflet explains the charges and charging structure for the Self Investments part of your Pension Portfolio Plan.

65L4

How higher rate tax relief works in practice (PDF)

This leaflet provides some handy case studies to show your clients how higher rate tax relief works in practice and how claiming can help to boost your pension savings.

LPPD0015

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.

PDF5PD00136

Title Reference

Self Investments Key Features (PDF)

Important information to help you decide whether our Pension Portfolio Self Invested Personal Pension (SIPP) is right for you.

65KF2

Core Investments Key Features (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.

65A11

Pension Portfolio & 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 & 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

One-off taxable income payment

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

Literature support