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Stakeholder Pension Plan




Main Documents

Suitability Letter

There is no Suitability Letter for this product. 		 

Key Features and Understanding With Profits Booklet (for plans started before demutualisation on 10 July 06) (PDF, 93kb)

Code: SPP17UWP2 		Add this document to favourites

Key Features and Understanding With Profits Booklet (for plans started after demutualisation on 10 July 06) (PDF, 94kb)

Code: SPP17UWP2A 		Add this document to favourites

Key Features and Understanding With Profits Booklet (Contracting-Out Only) (for plans started before demutualisation on 10 July 06) (PDF, 88kb)

Code: SPP17aUWP2 		Add this document to favourites

Key Features and Understanding With Profits Booklet (Contracting-Out Only) (for plans started after demutualisation on 10 July 06) (PDF, 88kb)

Code: SPP17AUWP2A 		Add this document to favourites

Key Features and Understanding With Profits Booklet (Transfer Payment) (for plans started before demutualisation on 10 July 06) (PDF, 89kb)

Code: SPP17bUWP2 		Add this document to favourites

Key Features and Understanding With Profits Booklet (Transfer Payment) (for plans started after demutualisation of 10 July 06) (PDF, 90kb)

Code: SPP17BUWP2A 		Add this document to favourites

Application for a Stakeholder Pension Plan - Shortened Version (PDF, 142kb)

Code: SPP30 		Add this document to favourites

Application for acceptance of a transfer payment (PDF, 94kb)

Code: SPP33 		Add this document to favourites

Instruction for payment of death benefits (PDF, 45kb)

Code: PPP36 		Add this document to favourites

Application to contract out (PDF, 51kb)

Code: SPP39 		Add this document to favourites

Individual Pensions Employer Application (PDF, 55kb)

Code: SPPF30 		Add this document to favourites

Individual Pensions - Additional Third Party Form (PDF, 48kb)

Code: SPPF30a 		Add this document to favourites
 

Supporting Documents

Confirmation of Verification of Identity (CVI) (PDF, 35kb)

Code: AA48 		Add this document to favourites

Confirmation of Verification of Identity Corporate and Other Non-Personal Entity (PDF, 36kb)

Code: AA48a 		Add this document to favourites

Stakeholder Decision Trees (PDF, 88kb)

Code: SPP18 		Add this document to favourites

Your Pension Investment Choices (PDF, 108kb)

Code: SPP5 		Add this document to favourites




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