FOR ADVISERS ONLY
Submitting applications online
Upload applications without a signature
You can use our online form to upload and securely submit application forms for new and existing Pension Portfolio and Pension Portfolio (with Income Release) plans, and any supporting documents, when it's not been possible to get a handwritten signature from your client.
Other ways we can help you
We can also accept copies of scanned application forms that have been signed by the client and forms that have been submitted with an electronic signature.
In the exceptional circumstance where you're submitting an application for a new or existing Pension Portfolio or Pension Portfolio (with Income Release) plan and the client doesn't have access to email or the internet, we can accept a verbal agreement from them over the phone. Just let us know in the comments section of our online form.
Most of our application forms are also available as editable PDFs.
The tables below show the formats in which our personal pension and workplace pension application forms can be submitted to us.
Personal pensions
| Form | Signed, scanned application | Electronic signature | Unsigned app via our online form, along with client email |
|---|---|---|---|
| Pension Portfolio application form (65A49) - editable PDF |  |
|
|
| Pension Portfolio Income Release application form (65A50) - editable PDF | |
|
|
| Personal Pension with Self Investment (SIPP) application form (65A51) | |
|
|
| Beneficiary Income Release application form (65A55) | |
|
|
| Form | Signed, scanned application | Electronic signature | Unsigned app via our online form, along with client email |
|---|---|---|---|
| Pension Portfolio - single contribution application form (65A59) - editable PDF | |
|
|
| Pension Portfolio - additional contribution application form (65A6) - editable PDF | |
|
|
| Pension Portfolio Income Release - switch on application form (65A53) - editable PDF | |
|
|
| Pension Portfolio Income Release - additional contribution with tax-free cash application form (65A39) - editable PDF | |
|
|
| Pension Portfolio Income Release - additional tax-free cash, start/change income and full withdrawal application form (65A41) - editable PDF | |
|
|
| Self Investment switch on application form (65A10) | |
|
|
| Pension Portfolio & SIPP additional contribution application form (65A15) | |
|
|
| Form | Signed, scanned application | Electronic signature | Unsigned app via our online form, along with client email |
|---|---|---|---|
| Payment of benefits on death form (14P27) - editable PDF | |
|
online form* |
| Pension Portfolio ongoing adviser charge form (14P51) - editable PDF | |
|
|
| Ad hoc adviser charge instruction form (14P45) - editable PDF | |
|
|
| Block transfer form (65A32) | |
|
|
| Cash lump sum application form (2TA1405) - editable PDF | |
|
online form* |
| Small pot commutation option application form (2TA1586) | |
|
online form* |
| Self Investments - investment disclaimer and risk warning (65A29) | |
|
|
| Income request form | online form* | ||
| Adviser instructions authorisation (Individual Pension Plan) (32A26) | online form* | ||
| Single contribution application (Pension Portfolio Plan) | online form* |
* Online form already exists that allows information to be provided directly without the application form needing to be uploaded.
Workplace pensions
*Online form already exists.
**Online form already exists for non automatic enrolment schemes.