Individual Personal Pension Plans

Key Features

• Portfolio Plus Pension (insured) (W12037)
• Portfolio Plus Pension (self investment) (W12038)

Fund Guide

• Portfolio Plus Funds Guide for Insured Funds (W10979)

Application Forms

• Portfolio Plus Pension Application (W12042)
• Portfolio Plus Pension Election Application (W12043)

Supporting material

• Portfolio Plus Pension Terms Sheet (insured) (W12039)
• Portfolio Plus Pensions Terms Sheet (self investment) (W12040)
• Portfolio Plus Pensions Member's Booklet (W11591)
• Portfolio Plus Pension Product Summary (W12041)

Promotional/Marketing Material

• Visit our library to view all our available promotional Personal Pension Plan literature, such as presentations, sales aids, campaign and IFA supporting material

Key Features

• Personal Pension 2000 Key Features (W8113) (PDF 160 KB)

Application Forms

• Personal Pension 2000 (Contribution and Waiver only) Application Form (W8232) (PDF 160 KB)
• Personal Pension 2000 Scheme Transfer Application Form (W9694) (PDF 80 KB)

Supporting material

• Personal Pension 2000 Employer’s Contribution Authority (S336) (PDF 62 KB)
• Personal Pension 2000 Member’s Booklet (W10226)
• Personal Pension 2000 Product Summary (Q4801)
• Pensions Switch and Redirection Form (W11833)

Application Forms

• Personal Pension Scheme No.1 Transfer Application Form (W8250) (PDF 160 KB)
• Personal Pension Scheme No.1 (Simplified) Transfer Application Form (W9707) (PDF 160 KB)

Supporting material

• Personal Pension Scheme No.1 Member’s Booklet (W8249)
• Personal Pension Scheme No.1 Income Withdrawal Option Product Summary (Q4427)
• Pensions Switch and Redirection Form (W11833)