Applying for your Personal Pension

Application form to be used when applying for a new single price Personal Pension or to top-up an existing plan.

Adding a single contribution to an existing Personal Pension or Personal Retirement Account

Application form to be used when adding a single contribution to an existing Personal Pension or Personal Retirement Account.

Applying to transfer-in to your Personal Pension

Application form to be used when applying to transfer-in to your Personal Pension.

Amending your Personal Pension/Personal Retirement Account (change of status and reinstatement)

This form is to be completed to amend details on your Personal Pension or Personal Retirement Account.

Reviewing your Personal Pension/Personal Retirement Account

This form is to be completed to review details on your Personal Pension/Personal Retirement Account.

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.

Your protection benefits supplement

This form is used when adding Protection Benefits to existing pension contracts or when existing Protected Benefits require an increase of more than 10%.

Direct Debit Instruction Form - Skandia Life and Pensions Business only

Use this form for direct debit instructions in support of an application.

Direct Debit Instruction Form - for use with the Professional Life and Pensions Business only

Use this form for direct debit instructions in support of an application.

Death benefit nomination

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.

Salary declaration

This form is used to declare UK earnings that are chargeable to income tax.

Commission instruction initial price pension series

This form is to be completed to select commission on an initial price pension.

Client fee instruction single price pension series

This form is to be completed to add a fee to a new or existing single price Personal Pension.

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.

Fund based fee important information (initial price pension series)

This form is to be completed to add or amend a fund based fee to an initial price Personal Pension plan.

Discretionary Trust for the Skandia Pension Plan or Independent Pension Plan (trust declaration form)

This form is to be completed to put a discretionary trust in place with the Skandia Personal Pension Plan or Independent Pension 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.

Key features of your Personal Pension

This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Skandia Personal Pension. It describes the Personal Pension 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 Personal Pension (single price, series 6, member's guide)

This member's guide provides a detailed overview of your single price Personal Pension.

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.

The benefits of the Skandia Personal Pension discretionary deed poll trust

This document provides an overview of the benefits of the Skandia Personal Pension discretionary deed poll trust.

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.

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.

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.