Pension Portfolio literature

Pension Portfolio application form (PDF)

Complete to apply for a Personal Pension Plan.

Pension Portfolio Income Release application form (PDF)

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

Pension Portfolio application form - transfer only  (PDF)

Complete to apply for a Pension Portfolio Plan.

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.

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

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

Beneficiary Income Release application form  (PDF)

Complete to apply for a Beneficiary Income Release Plan.

Pension Portfolio - single contribution application form (PDF)

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

Pension Portfolio - additional contribution application form (PDF)

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

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

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

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.

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.

Self Investment switch on application form  (PDF)

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

Pension Portfolio & SIPP additional contribution application form (PDF)

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

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.

Property Questionnaire (PDF)

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

Payment of benefits on death form (PDF)

Complete to nominate your beneficiaries if you have a personal or workplace pension with us.

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.

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.

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.

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.

Small pot commutation option application form (PDF)

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

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.

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.

Beneficiary Income Release application form  (PDF)

Complete to apply for a Beneficiary Income Release Plan.

Using our online services (PDF)

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

Pension Portfolio adviser technical guide (PDF)

A guide to our Pension Portfolio.

Pension Portfolio charges guide (PDF)

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

Our guide to your remuneration (PDF)

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

Property guide (PDF)

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

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.

A guide to Income Release (PDF)

This guide provides information about Income Release.

A guide to Beneficiary Income Release (PDF)

This guide provides information about Beneficiary Income Release.

Core investments charges summary (PDF)

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

Discretionary fund manager leaflet (PDF)

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

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.

Self Investments charges appendix (PDF)

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

Self Investments charges summary (PDF)

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

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.

Governed Portfolios - Target Market Statement (PDF)

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

Governed Retirement Income Portfolios - Target Market Statement (PDF)

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

Self Investments Key Features (PDF)

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

Core Investments Key Features (PDF)

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

Beneficiary Income Release Key Features (PDF)

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

Income Tap customer leaflet (PDF)

Discover what Income Tap is and how it works.

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.

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.

Meeting your clients needs (PDF)

Meet your clients’ needs with a solution that offers active management, impartial governance and responsible
investment - at no extra cost.