Pension Portfolio literature

Pension Portfolio application form (PDF)

Complete to apply for a Pension Portfolio Plan.

Pension Portfolio Income Release application form (PDF)

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

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 an existing Pension Portfolio Plan.

Pension Portfolio - additional contribution application form (PDF)

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

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

Complete to switch on the Income Release facility for an 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 an 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 an existing Pension Portfolio Plan with Income Release. This form is also available to complete online.

Change of investment form (PDF)

Complete to alter your investment choice.

Payment of benefits on death form (PDF)

Complete to nominate beneficiaries if your client  has 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 a personal, workplace or company pension plan.

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.

Small pot commutation option application form (PDF)

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

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.

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 out a Pension Portfolio Plan.

Our guide to your remuneration (PDF)

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

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.

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.

Key features of the Pension Portfolio plan (PDF)

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

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 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.

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.

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.