Below are some customer service forms and guides. Simply download and, where appropriate, complete the form you need, and post it to us. You'll find our address on the form. We’ll take care of the rest.

Before completing any of the forms below, we recommend you speak to a qualified financial adviser. If you don’t have an adviser, visit unbiased.co.uk to find one near you.

You should only use these forms and guides if you already have a pension plan with us.

Change your address

Please use this form if you’d like to notify us of a change to your address:

Change of address form (Investments and Individual Pensions)  PDF: 82KB  

Adding to your plan

If you’re looking to top-up your plan, either by increasing your regular contribution or by making a single contribution or transfer payment in, please see the appropriate Adding To Your Plan document below. Please check your benefit statement if you’re not sure of the name of your pension plan: 

Stakeholder Pension Plan – Adding To Your Plan

Personal Pension 2000 Plan (PP2000) – Adding To Your Plan

Portfolio Plus Pensions – Adding To Your Plan

Personal Pension No.1 Plan and Group Personal Pension No.1 Plan – Adding To Your Plan

Pension Savings Plan (PSP/FSAVC) – Adding To Your Plan

Self-Employed Plan (SEP) – Adding To Your Plan

Personal Investment Pension Plan (PIPP) – Adding To Your Plan

If your pension plan isn’t named above, please contact us.

Change the funds you're invested in

If you’d like to change the funds you’re currently invested in, alter your fund choice for future contributions or select a lifestyle profile, please use the appropriate form below, depending on the type of pension you have:

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

For most individual and group plans:
Individual and group pensions investment options (PDF) 212KB

For Portfolio Plus Pension and Portfolio Plus SIPP:
Funds guide for insured funds (PDF) 642KB

If you have a Portfolio Plus Pension or Portfolio Plus SIPP you may also be able to invest in a range of other permitted self-invested assets. Please see your Terms Sheet or ask your adviser if you would like more information.

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

Information about lifestyle profiles

If you're invested in, or are thinking about selecting, a lifestyle profile please see the guide below to help you decide if it's right for you.

What is a lifestyle profile and is it right for you? (Q57335) (PDF: 614KB)  

Employer’s contribution authority form

If you have one of the pension plans listed below and your employer wishes to contribute into it, they should complete this form:

Individual Pension Plans - Employer's Contribution Authority (PDF) 73KB

  • Stakeholder Pension
  • Personal Pension 2000
  • Portfolio Plus Self Invested Personal Pension
  • Portfolio Plus Pension
  • Personal Pension Scheme No.1

Nomination of beneficiary form

Please use this form Nomination of Beneficiary Individual Pension (PDF) 52KB  

If you wish to nominate someone to receive any benefits after your death or change your current nomination, and you have one of these pensions:

 

  • Stakeholder Pension
  • Personal Pension 2000
  • Portfolio Plus Self Invested Personal Pension
  • Portfolio Plus Pension
  • Personal Pension Scheme No.1
  • Pension Savings Plan (FSAVC)