Stakeholder Pension
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Forms
- Cash transfer of pension benefits to a UK registered pension scheme ( 216.2KB, Code: gen2724 )
- Confirmation of Verification of Identity Corporate and Other Non-Personal Entity ( 60.7KB, Code: aa48a )
- Individual Pension Employer Application ( 125.7KB, Code: sppf30 )
- Instruction for Payment of Death Benefits ( 140.1KB, Code: ppp36 )
- Instruction to Change Investment Funds ( 75.4KB, Code: gpen36 )
- Request for the scheme to pay the Annual Allowance Charge ( 132.3KB, Code: gen1742 )
- Stakeholder - Application for acceptance of a transfer payment ( 375.0KB, Code: spp33 )
- Stakeholder - Application for a Stakeholder Pension Plan - Shortened Version ( 257.3KB, Code: spp30 )
Guides
- Death benefits guide ( 119.1KB, Code: PPP11 )
- How to choose the right investment options for your pension ( 161.6KB, Code: spp5 )
- How we work out pension illustration growth rates in annual benefit statements ( 68.5KB, Code: gen1814 )
- Information about tax relief, limits and your pension ( 328.6KB, Code: gen658 )
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The information on this site is for qualified financial advisers and must not be relied on by anyone else. If you are not an adviser please go to our customer website for more information about our products and services.
