Retirement Solutions

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.

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.

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.

Company pensions policy application form (PDF)

Apply for a Retirement Solutions Company Pension Plan.

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.

Declaration of health (PDF)

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

GPP & SHR Employer application form (PDF)

Apply for a group pension plan.

GPP & SHR matched and tiered contributions form (PDF)

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

GPP Additional contribution application form (PDF)

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

GPP Member application (PDF)

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

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.

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.

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).

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).

SHR Additional contribution application form (PDF)

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

Stakeholder application form (PDF)

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

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

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

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.

Direct Offer application form (PDF)

Transfer retirement savings built up in a previous pension scheme to a new Retirement Solutions Group Personal Pension Plan.

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.

Company pension trustee key features (PDF)

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

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.

Individual plan key features (PDF)

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

Key features of the Retirement Solutions Group Stakeholder Pension Plan (PDF)

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

Key features of the Retirement Solutions Company Pension Plan (PDF)

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

Key features of the Retirement Solutions Group Personal Pension Plan (PDF)

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

Using our online services (PDF)

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

Group Personal Pension Plan joining leaflet (PDF)

The benefits the Group Personal Pension Plan offers.

Group Personal Pension Plan salary exchange joining leaflet (PDF)

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

Retirement Solutions Remuneration Guide - RDR ready (PDF)

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

Governed Portfolios - Target Market Statement (PDF)

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

Governed Retirement Income Portfolios - Target Market Statement (PDF)

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

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.

Adviser guide to auto enrolment (PDF)

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

Client guide to auto enrolment (PDF)

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

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.

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.

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.

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.

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.