for financial advisers only

Skandia Investment Solutions
Collective Retirement Account

Forms

  • Data capture form - Collective Retirement Account

    Handy form for you to gather details to later input online on the Skandia Investment Solutions platform - use this version for the Collective Retirement Account.

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  • Adviser fee authorisation

    Use this form to provide authorisation for Skandia to pay any fees you agree with your clients from their investments on the Skandia Investment Solutions platform.

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  • Application for the Collective Retirement Account

    This is our application form for the Skandia Investment Solutions Collective Retirement Account.

    It can be used for new business, additional investments and pension transfers. In addition it can be used to request immediate maximum tax-free cash and income withdrawal for any lump sum investment or transfer as detailed in the completed application.

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  • Client linking request

    This form can be used to request a link to other eligible investors on the Skandia Investment Solutions platform for the purpose of calculating the Platform Charge (Charge basis 3).

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  • Confirmation of verification of identity (COVI)

    Use this form to provide the necessary identity information and verification of identity to support a new application. Don't use this with the Offshore Collective Investment Bond - there's a separate form for this.

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  • Investment continuation form

    Provide additional fund choice details if you have run out of space on an application form.

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  • Third party payer form

    Use this form to accompany applications where a third party is paying the investment amount.

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  • Employer payer form

    This form is to be completed by an employer who is making contributions to a Collective Retirement Account.

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  • Power of attorney form

    Completing this form will allow one or more people to be nominated to act as attorney on a bond or account.

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  • Automatic rebalancing instruction

    Use this form to apply or reinstate the automatic rebalancing option to your account or bond.

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  • Skandia Investment Solutions switch/redirection request

    You can use this form to switch funds within the SelfSelect or WealthSelect investment range or to swap from one range to another.

    Please note transactions involving the WealthSelect Managed Portfolio Service can only be carried out by advisers online.

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  • Transferring scheme authority for use with the Collective Retirement Account

    Use this form to transfer a pension plan with another provider into the Collective Retirement Account.

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  • Expression of wish for use with the Collective Retirement Account

    Use this form to nominate a person or persons to receive pension benefits in the event of the death of the pension accountholder.

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  • Death benefit distribution request form

    This form can be used by the Legal Personal Representative of the deceased member's estate to indicate who they consider should receive death benefits from the scheme.

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  • Direct debit instruction for use with the Collective Retirement Account

    Use this form to change bank details on a Collective Retirement Account that is already set up.

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  • Flexible Drawdown Explanatory Guide and Declaration

    This document provides a brief overview of the flexible drawdown facility and the requirements that need to be met. It also includes the declaration form which must be accompanied by the Benefit Crystallisation Form for Income Drawdown where appropriate. 

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  • Collective Retirement Account - Separate your crystallised and uncrystallised funds

    Where a Collective Retirement Account includes both uncrystallised and crystallised funds these must be separated where fund specific income withdrawals are required.

    The purpose of this form is to instruct us to separate your crystallised and uncrystallised funds.

    For details of any other requirements, please refer to page one of this document.

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  • Benefit crystallisation event request - Income drawdown

    Use this form for a CRA when you wish to draw benefits as a drawdown pension.  If you are taking flexible drawdown, you will also need to complete a flexible drawdown declaration.

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  • Benefit crystallisation event request - Annuity purchase

    Use this form for a Collective Retirement Account (CRA) when you wish to draw benefits through the purchase of an annuity or partial annuity from another pension provider.

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  • Triviality payment request form - for use with the Collective Retirement Account

    Use this form to request the payment of benefits under the Trivial Pension rules.

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  • Small pension fund lump sum payment - for use with the Collective Retirement Account

    This form is used to request the payment of benefits under the small pension fund lump sum rules.

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  • Skandia Transfer Analysis Service

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

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  • Skandia Investment Solutions change of name and/or address

    Use this form to change your name and/or address for your Skandia Investment Solutions account(s)/bond(s).

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  • Income withdrawal amendment for the Collective Retirement Account

    Use this form to change the income withdrawal instruction on your Collective Retirement Account.

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  • Direct debit amendment for the Collective Retirement Account

    Use this form to change the amount, frequency or collection date for an existing direct debit on a Collective Retirement Account (CRA).

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Key features and terms

  • Key features of the Collective Retirement Account

    This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Skandia Investment Solutions Collective Retirement Account (CRA). It describes the CRA 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, Terms and Conditions and Funds List. You might also find the Skandia Investment Solutions Platform and Investment Guide a useful read. If you want to print this document out, please check out the print-friendly version.

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  • Print-friendly key features of the Collective Retirement Account

    This is a print-friendly version of the Collective Retirement Account Key Features Document.

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  • Charge Basis 1 & 2 - Terms and conditions for the Collective Retirement Account (CRA)

    These are the terms and conditions for the Collective Retirement Account (CRA) for Charge Basis 1 and Charge Basis 2 customers.

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  • Charge Basis 3 - Terms and conditions for the Collective Retirement Account (CRA)

    These are the terms and conditions for the Collective Retirement Account (CRA) for Charge Basis 3 customers.

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  • Supplementary terms and conditions for Collective Retirement Accounts on Charge Basis 3

    These reflect our two investment ranges and the WealthSelect Managed Portfolio Service. These should be read in conjunction with the full terms.

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  • Funds list for investments on Charge Basis 1

    Shows the list of funds available for investments on Charge Basis 1, on the Skandia Investment Solutions platform, together with details of their objectives and risks.

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  • Funds list for investments on Charge Basis 2

    Shows the list of funds available for investments on Charge Basis 2, on the Skandia Investment Solutions platform, together with details of their objectives and risks.

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  • Funds list for investments on Charge Basis 3

    Shows the list of funds available for investments on Charge Basis 3, on the Skandia Investment Solutions platform, together with details of their objectives and risks.

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  • Funds list for investments in WealthSelect on Charge Basis 3

    Shows the list of funds available for investments in WealthSelect on Charge Basis 3, on the Skandia Investment Solutions platform, together with details of their objectives and risks.

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Guides and brochures

  • Flexible Drawdown - a quick guide

    This document provides a brief overview of the flexible drawdown facility and the requirements that need to be met.

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  • A clear guide to your retirement options

    This is a generic guide to your retirement options.

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  • Investing with Skandia – Your financial journey

    This is a customer guide to investing with Skandia, explaining the support we provide to customers and their advisers - this should ideally be read in conjunction with the appropriate Skandia Investment Solutions Key Features Document.

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  • Making the cost of investment clear - Charge Basis 1

    This document summarises the charges on your Skandia Investment Solutions investment for Charge Basis 1.

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  • Making the cost of investment clear - Charge Basis 2

    This document summarises the charges on your Skandia Investment Solutions investment for Charge Basis 2.

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  • Making the cost of investment clear - Charge Basis 3

    This document summarises the charges on your Skandia Investment Solutions investment for Charge Basis 3.

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  • Making the cost of investment clear - Charge Basis 3 - WealthSelect

    This document summarises the charges on your Skandia Investment Solutions investment for the WealthSelect investment range on Charge Basis 3.

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Support material

  • Skandia Investment Solutions (SIS) 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 with Skandia Investment Solutions.

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  • Skandia Investment Solutions at a glance Charge Basis 1

    This document provides an overview of products and charges on the Skandia Investment Solutions platform. For Charge Basis 1 only.

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  • Skandia Investment Solutions at a glance Charge Basis 2

    This document provides an overview of products and charges on the Skandia Investment Solutions platform. For Charge Basis 2 only.

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  • Skandia Investment Solutions at a glance Charge Basis 3

    This document provides an overview of products and charges on the Skandia Investment Solutions platform. For Charge Basis 3 only.

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  • 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.

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  • Benefits of the UK Client Extranet

    This flyer highlights the benefits of registering for the UK Client Extranet.

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  • Important notes for debit card payments

    This document provides you with important information to consider when making debit card payments.

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