Submitting personal pension applications online
Upload and securely submit an application or instruction form for a personal pension, self-invested personal pension, or an income drawdown plan to our servicing team.
Our application form submission options show you which forms can be uploaded or submitted online, and the format you can send it to us.
Personal pension applications submission portal
Some of our pension application forms are available as editable PDFs which can be easily uploaded. We can also accept:
- Scanned copies of signed application forms
- Applications that have been signed by the customer using an electronic signature (e.g. DocuSign)
- Unsigned copies of an application form where it hasn't been possible to get a wet signature from the customer.*
*This must be submitted along with an email from the customer confirming they're happy to go ahead with the application.
Our application form submission options show you which forms can be uploaded via the personal pension applications submission portal.
The confirmation email from your client should include:
- some standard wording (.doc) like this,
and - the completed application form as an attachment.
You need to upload the completed form and email from your client to the portal. Need help? Here's how to to submit an application form.
Client online forms
Your clients can send some information to us safely and securely using our online forms. All links open in a new window.
Pension Portfolio - new client forms
| Title | Reference | Options |
|---|---|---|
|
Pension Portfolio application form (PDF) Complete to apply for a Personal Pension Plan. |
65A49 |
Signed, scanned Electronic signature Unsigned, with client email Editable PDF |
|
Pension Portfolio Income Release application form (PDF) Complete to apply for a Pension Portfolio Plan with Income Release. |
65A50 |
Signed, scanned Electronic signature Unsigned, with client email Editable PDF |
|
Pension Portfolio application form - transfer only (PDF) Complete to apply for a Pension Portfolio Plan. |
APPPPPD0001 |
Signed, scanned Electronic signature Unsigned, with client email Editable PDF |
|
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 |
Signed, scanned Electronic signature Unsigned, with client email Editable PDF |
|
Personal Pension with Self Investment (SIPP) application form (PDF) Complete to apply for a Core Investments (Personal Pension Plan) with Self Investments |
65A51 |
Signed, scanned Electronic signature Unsigned, with client email |
|
Beneficiary Income Release application form (PDF) Complete to apply for a Beneficiary Income Release Plan. |
65A55 |
Signed, scanned Electronic signature Unsigned, with client email |
Pension Portfolio - existing client forms
| Title | Reference | Options |
|---|---|---|
|
Pension Portfolio single contribution application form (PDF) Complete to apply a single contribution to your existing Pension Portfolio Plan. |
65A59 |
Signed, scanned Electronic signature Unsigned, with client email Editable PDF |
|
Pension Portfolio - additional contribution application form (PDF) Complete to apply an additional contribution to your existing Pension Portfolio Plan. |
65A6 |
Signed, scanned Electronic signature Unsigned, with client email Editable PDF |
|
Pension Portfolio Income Release - switch on application form (PDF) Complete to switch on the Income Release facility for your existing Pension Portfolio Plan. |
65A53 |
Signed, scanned Electronic signature Unsigned, with client email Editable PDF |
|
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 |
Signed, scanned Electronic signature Unsigned, with client email Editable 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 |
Signed, scanned Electronic signature Unsigned, with client email Editable PDF |
|
Self Investment Switch on application form (PDF) Complete to switch on the Self Investment facility for your existing Pension Portfolio Plan. |
65A10 |
Signed, scanned Electronic signature Unsigned, with client email Editable PDF |
|
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 |
Signed, scanned Electronic signature Unsigned, with client email Editable PDF |
|
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 |
Signed, scanned Electronic signature Unsigned, with client email Editable PDF |
|
One-off taxable income payment request form Complete to make a one-off taxable income request. |
65A55 |
Personal pension - other forms
| Title | Reference | Options |
|---|---|---|
|
Change of investment form (PDF) Complete to alter your investment choice. |
32A28 |
Signed, scanned Electronic signature Unsigned, with client email Editable PDF |
|
Direct Debit instruction (PDF) Complete if making regular contributions to your plan by Direct Debit. |
65A54 |
Signed, scanned Electronic signature Unsigned, with client email 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 |
Signed, scanned Electronic signature Unsigned, with client email |
|
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 |
Signed, scanned Electronic signature Unsigned, with client email Editable PDF |
|
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 |
Signed, scanned Electronic signature Unsigned, with client email Editable PDF |
|
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 |
Signed, scanned Electronic signature Unsigned, with client email Editable PDF |
|
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 |
Signed, scanned Electronic signature |
|
Small pot commutation option application form (PDF) Complete to apply to take your pension savings under the small pots option. |
2TA1586 |
Signed, scanned Electronic signature |
|
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 |
Signed, scanned Electronic signature Unsigned, with client email Editable PDF |
|
Adviser instructions authorisation (individual pension plans) (PDF) Complete to authorise us to accept instructions from your financial adviser on your behalf. |
32A26 |
|