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.

Upload a personal pension 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.

Nominate a beneficiary

Cash Lump Sum request

Small Pot Lump Sum option

Income request form

Application form submission options

The tables below make it easy to see the different formats you can upload to our personal pension submission portal. Links to client online forms will open in a new window.

 

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

 

 

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

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

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

Online form

 

 

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

Online form

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

Online form

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

 

 

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