Application form to be used when applying for the Personal Pension Income Plan.
This form is to be completed to amend your income withdrawals from your Personal Pension Income Plan/Personal Retirement Income Account.
This form is used to verify the identity of the policy holder when a new business application is being submitted.
This form is used to specify the use of an alternative correspondence address.
This form is used to enter additional funds to the investment instruction section of an application form.
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.
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.
This form is used to delegate switching authority to an authorised third party, other than your financial adviser.
This form enables planholders of a single price Personal Pension Income Plan to take up a special offer and reduce their Plan(s) Annual Management Charge to 0.25%.
This form is to be completed to select commission on an initial price pension.
This form is to be completed to select income withdrawals from a Personal Pension Income Plan for the benefit of dependants.
This form is to be completed to add or amend an adviser's fund based fee to a single price Personal Pension plan.
This form is to be completed to nominate beneficiaries for Skandia Personal Pensions, Personal Pension Income Plans, Skandia Executive Pensions and Free Standing Additional Voluntary Contribution Contracts.
This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Skandia Personal Pension Income Plan. It describes the Personal Pension Income Plan 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.
A guide to your Personal Pension Income Plan single price series 6
This is a generic guide to your retirement options.
This document provides an overview of Skandia's single price pension products.
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.
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.
This flyer highlights the benefits of registering for the UK Client Extranet.
This document describes the protection offered with your policy when you have an investment with Skandia.
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