This site is for financial advisers only, Click here for the consumer site.

Share
Print
Print Share

Group Personal Pension

Forms

    • Customer privacy notice

      How we collect, manage, store and use your clients' personal information. 

      Download
    • Expression of wish form

      Use this form to nominate one or more individuals, trusts or charities to receive benefits from the account/plan in the event of the death of the account/plan holder.

      For use with the Collective Retirement Account, Personal Pension, Executive Pension, Personal Pension Income Plan and Free Standing Additional Voluntary Contribution Contract.

      Download
    • Applying for your Personal Retirement Account for transfer payments

      Use this application form to transfer other pension arrangements into your existing Personal Retirement Account (PRA).

      Download
    • Adding a single contribution to an existing Personal Pension or Personal Retirement Account

      Use this form to add a contribution to an existing Personal Pension or Personal Retirement Account.

      Download
    • Reviewing your Personal Pension/Personal Retirement Account

      Use this form to amend existing contributions, benefits, or investment choices for future regular contributions to your existing Personal Pension/Personal Retirement Account.

      Download
    • Amending your Personal Pension/Personal Retirement Account

      Use this application form to amend a change in your employer details or employment status to your Group Personal Pension/Personal Retirement Account.

      Download
    • Applying for your Group Personal Pension

      Application form to be used when applying for the Group Personal Pension.

      Download

Support material

    • Old Mutual Wealth risk profile questionnaire for Retirement

      This version of the risk profile questionnaire can be used to help you assess a client's attitude to risk in relation to retirement planning.

      Download

Financial Adviser Verification