Pension forms.

Change the funds you're invested in

Please use these forms if you’d like to:

• change the funds you’re currently invested in or
• alter your fund choice for future contributions or
• select a Lifestyle Profile.

Please select the appropriate form below, depending on the type of pension you have:

• Individual Pension Plan (PDF)
• Portfolio Plus Pension (PDF)

You can view a list of the funds available by looking in one of the following brochures:

For most individual and group plans, look at our Individual and group pensions investment options (PDF) brochure.

For Portfolio Plus Pension and Portfolio Plus SIPP, look at our Funds guide for insured funds (PDF).

If your pension isn’t listed in either of these brochures, please call us.

Employer’s contribution authority form

Your employer may wish to contribute into your existing pension plan. This form is for the employer to complete.

Please select the appropriate form, depending on the type of pension you have:

• Self Invested Personal Pension and Portfolio Plus Pension (PDF)
• Other individual or Stakeholder pension plan (PDF)

Nomination of beneficiary forms

Please use one of these forms if you wish to nominate someone to receive any benefits after your death, or if you wish to change your current nomination. Please select the appropriate form, depending on the type of pension you have.

If you have one of these pensions:

• Stakeholder Pension
• Personal Pension 2000
• Self Invested Personal Pension 2000
• Portfolio Plus Self Invested Personal Pension
• Portfolio Plus Pension

Use this form: Nomination of Beneficiary Individual Pension (1)

Alternatively, if you have one of these pensions:

• Personal Pension Scheme No.1
• Pension Savings Plan (FSAVC)

Use this form: Nomination of Beneficiary Individual Pension (2)