Retirement Solutions

Find application forms for new and existing workplace clients as well as guides, leaflets, sales aids and other supporting materials.

To save time, some of our workplace application forms can be uploaded or submitted online.

Documents and forms

Title Reference Editable PDF

Adviser charge instruction form (PDF)

Complete if your client has agreed you'll receive payment in return for the individual advice and service you provide in relation to their Retirement Solutions Group Personal Pension Plan.

14P47 Yes

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.

65A32 -

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 -

Company pensions policy application form (PDF)

Apply for a Retirement Solutions Company Pension Plan.

14P18 -

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 -

Declaration of health (PDF)

Tell us about your client's medical history and get their consent for us to obtain medical information, where necessary.

14DOH -

GPP & SHR Employer application form (PDF)

Apply for a group pension plan.

14P28 Yes

GPP & SHR matched and tiered contributions form (PDF)

Tell us about the matched and tiered contribution details of your group pension plan.

14P32 Yes

GPP Additional contribution application form (PDF)

Apply an additional regular contribution and/or single contribution to your existing Retirement Solutions Group Personal Pension Plan.

14P43 Yes

GPP Member application (PDF)

Apply for a plan which will form part of the employer’s Group Pension Plan.

14P8 -

RS - GPP employee authorisation form (choice of payment and investment) (PDF)

Allows an employee to give their authorisation to join a Group Personal Pension Plan.

14CF6 Yes

RS - SHR employee authorisation form (choice of payment and investment) (PDF)

Allows an employee to give their authorisation to join a Group Stakeholder Pension Plan.

14CF5 Yes

RS GPP Transfer payment application form (post RDR group plans) (PDF)

Apply a transfer payment to an existing Retirement Solution Group Personal Pension Plan (post-RDR version).

14P48 -

RS GPP Transfer payment application form (pre-RDR group plans) (PDF)

Apply a transfer payment to an existing Retirement Solution Group Personal Pension Plan (pre-RDR version).

14P41 Yes

SHR Additional contribution application form (PDF)

Apply an additional regular contribution and/or single contribution to your existing Retirement Solution Group Stakeholder Pension Plan.

14P44 -

Stakeholder application form (PDF)

Apply for a plan which will form part of a Group Stakeholder Pension Plan.

14P7 -

GPP & SHR Small pot commutation option application form (PDF)

Allows a client to take their pension savings under the small pots option.

2TA1586 Yes

CIMP - Small pot commutation option application form (PDF)

This form is for trustees, the member, and possibly the financial adviser to complete allowing the member to take their pension savings as a small pot.

2TA1585 Yes

Cash lump sum application form (PDF)

This form is for trustees, the member, and possibly the financial adviser to complete allowing the member to take a cash lump sum from their Retirement Solutions Company Pension Plan.

2TA1581 Yes

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 Yes

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 Yes

Title Reference

Company pension member key features (PDF)

Important information to help you decide whether our Retirement Solutions Company Pension Plan is right for you.

14KFI28

Company pension trustee key features (PDF)

Important information to help trustees decide whether our Retirement Solutions Company Pension Plan is right for members.

14KFI29

Company pension trustee key features - AE version (PDF)

Important information to help trustees decide whether our Retirement Solutions Company Pension Plan is right for members who are automatically enrolled.

14KFI33

Group Personal Pension Plan key features (PDF)

Important information to help you decide whether our Retirement Solutions Group Personal Pension Plan is right for your client.

14KFI26

Group Personal Pension Plan key features - AE version (PDF)

Important information to help you decide whether our Retirement Solutions Group Personal Pension Plan is right for your client if they were automatically enrolled.

14KFI119

Individual plan key features (PDF)

Important information to help you decide whether our Retirement Solutions Individual Plan is right for your client.

14KFI40

Company pension member key features – AE version (PDF)

Important information to help you decide whether our Retirement Solutions Company Pension Plan is right for your client if they were automatically enrolled.

14KFI123

Stakeholder pension key features (PDF)

Important information to help you decide whether our Retirement Solutions Group Stakeholder Pension Plan is right for your client.

14KFI24

Stakeholder pension key features - AE version (PDF)

Important information to help you decide whether our Retirement Solutions Group Stakeholder Pension Plan is right for your client if they're automatically enrolled.

14KFI120

Title Reference Editable PDF

Using our online services (PDF)

Everything you need to know about how to get started and the different features available.

65B5  

Group Personal Pension Plan joining leaflet (PDF)

The benefits the Group Personal Pension Plan offers.

14L22346  

Group Personal Pension Plan salary exchange joining leaflet (PDF)

The benefits the Group Personal Pension Plan offers when using salary exchange.

14L22347  

Retirement Solutions Remuneration Guide - RDR ready (PDF)

The different remuneration options available on all of our Retirement Solutions Group Plans.

14G2030  

Governed Portfolios - Target Market Statement (PDF)

This leaflet provides details around the relevant target market for our Governed Portfolios

PDF5PD0037  

Governed Retirement Income Portfolios - Target Market Statement (PDF)

This leaflet provides details around the relevant target market for our Governed Retirement Income Portfolios.

PDF5PD00136  

Protected Pension Ages Leaflet (PDF)

This leaflet provides information on what a protected pension age (PPA) is and in what circumstances we will accept transfer payments with a PPA entitlement.

LPPD0047  

Title Reference Editable PDF

Adviser guide to auto enrolment (PDF)

Summarises the employer duties and what they mean for employers and their workers.

37G0100  

Client guide to auto enrolment (PDF)

More about auto enrolment, the employer’s duties and what it means for the member.

14G2022  

Data standards guide (PDF)

The data the scheme administrator needs to give us, and the information we’ll give them to help run their auto enrolment scheme.

14G2033  

Terms and conditions for employers using Royal London’s auto enrolment system to assess workers (PDF)

Employer terms and conditions of use of Royal London Automatic Enrolment services.

37PC0107  

Terms and conditions for employers using an alternative system e.g. payroll provider to assess workers (PDF)

Employer terms and conditions when using an alternative system (such as a payroll provider to assess workers) for Royal London Automatic Enrolment services.

14PC0660  

Terms and conditions for employers using Royal London’s auto enrolment system to assess workers – for occupational pension schemes (PDF)

Employer terms and conditions for occupational pension schemes when using Royal London Automatic Enrolment services.

14PC0112  

Terms and conditions for employers using an alternative system e.g. payroll provider to assess workers – for occupational pension schemes (PDF)

Employer terms and conditions for occupational pension schemes when using an alternative system (such as a payroll provider to assess workers) for Royal London Automatic Enrolment services.

14PC0661  

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