Submitting workplace pension applications online
Upload and securely submit an application or instruction form for a workplace pension 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.
Workplace pension submission portal
Some of our workplace pension application forms are available as editable PDFs which can be easily uploaded. We can also accept:
- Scanned copies of signed application forms, and
- Applications that have been signed by the customer using an electronic signature (e.g. DocuSign).
Use our application form submission options to find which forms you can upload to our workplace pension submission portal.
Application form submission options
Workplace pension forms
| Title | Reference | Options |
|---|---|---|
|
Adviser charge instruction form (PDF) |
14P47 |
Signed, scanned Electronic signature Editable PDF |
| Block transfer form (PDF) Provide further details of any transfer payment that’s part of a block transfer to an individual, group or company pension plan with us. |
65A32RS |
Signed, scanned Electronic signature |
|
Change of default investment form (PDF) Change the default investment choice for a Retirement Solutions Group Personal Pension Plan or Retirement Solutions Group Stakeholder Plan. |
14A0608 |
Signed, scanned Electronic signature |
|
Change of investment form (PDF) Complete to alter your client's investment choice. |
32A28 |
Signed, scanned Electronic signature Editable PDF |
|
Company pensions policy application form (PDF) Apply for a Retirement Solutions Company Pension Plan. |
14P18 |
Signed, scanned Electronic signature |
|
Customer identity verification form (PDF) Verify the identity of individuals or businesses – whether that’s a client or a third party contributing to the pension plan. |
ML2 |
Signed, scanned Electronic signature |
|
Declaration of health (PDF) Tell us about your client's medical history and to get their consent for us to obtain medical information, where necessary. |
14DOH |
Signed, scanned Electronic signature |
Transfer application forms
| Title | Reference | Options |
|
Direct Offer application form (PDF) Transfer retirement savings built up in a previous pension scheme to a new Retirement Solutions Group Personal Pension Plan. |
14A1254 |
Signed, scanned Electronic signature |
|
RS SHR Direct Offer application form (PDF) Transfer retirement savings built up in a previous pension scheme to a new Retirement Solutions Group Stakeholder Pension Plan. |
14A1255 |
Signed, scanned Electronic signature |
|
Execution only transfer application form (PDF) Complete to transfer retirement savings from a pension plan with another provider to a plan with us. |
A 14 P1 0002 |
Signed, scanned Electronic signature |