Applying for a Trustee Buyout Bond

Application form to be used by scheme trustees when applying for the Trustee Buyout Bond.

Buyout Bond Member Schedule

This schedule should be used in conjunction with the application form, Applying for a Trustee Buyout Bond, above.

Trustee buyout bond - member investment instructions supplement

This form must be completed where the Trustees or Scheme Administrators of the transferring scheme have delegated the initial investment choice to the member.

Confirmation of verification of identity

This form is used to verify the identity of the policy holder when a new business application is being submitted. 

Investment instruction continuation sheet

This form is used to enter additional funds to the investment instruction section of an application form.

Correspondence address supplementary application

This form is used to specify the use of an alternative correspondence address.

Your phased fund choice or rebalancing programme

This document encloses a guide to the phased fund choice service and portfolio rebalancing and an instruction form to apply either of these options to your bond or pension.

Fund switching authority

This form is used to provide switching authority to your nominated financial adviser so that they can switch funds within your policy on your behalf.

Delegated switching authority

This form is used to delegate switching authority to an authorised third party, other than your financial adviser.

Skandia Life fund switch form

This form is used to switch funds in a Skandia Life plan.

Skandia Transfer Analysis Service

This form is to be completed to provide details for the Skandia transfer analysis service.

Money Purchase Transfer Service

This form is to be completed to provide details for the Skandia Money Purchase Transfer Service.

Skandia Buyout Bond (discretionary trust)

Trust deed for a discretionary trust with the Skandia Buyout Bond.

Adviser's fund-based fee important information (single price pension series)

This form is to be completed to add or amend an adviser's fund based fee to a single price Personal Pension plan.

Key features of your Skandia Buyout Bond

This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Skandia Buyout Bond. It describes the Skandia Buyout Bond and its benefits along with the potential risks involved with this investment. There's also a list of questions and answers to help fill in the finer details. You should read this document in conjunction with a personalised Key Features Illustration and Terms and Conditions.

About your Skandia Buyout Bond (client guide and policy conditions)

This member's guide provides a detailed overview of your Skandia Buyout Bond.

A clear guide to your retirement options

This is a generic guide to your retirement options.

Product Terms - at a glance

This document provides an overview of Skandia's single price pension products.

Pension reasons why

This document is designed for use by financial advisers only and should not be relied on by anyone else. The statements will help in the preparation of marketing material and ‘Reasons Why’ letters, to help you communicate to your clients the benefits of investing in a pension product with Skandia.

Skandia 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.

Benefits of the UK Client Extranet

Protecting your money

This document describes the protection offered with your policy when you have an investment with Skandia.