for financial advisers only

Personal Pension

Forms

  • Applying for your single price Personal Pension (PP6)

    This form can be used to set up a new Skandia Single Price Personal Pension (PP6)

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  • Adding a contribution to an existing Single Price Personal Pension (PP6)

    Application form to be used when adding a contribution to an existing Single Price Personal Pension

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  • Amending contributions on your Initial Price Personal Pension (PP5)

    Application form to be used when adding a single or amending regular contributions to an existing Initial Price Personal Pension

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  • Transferring in to your Initial Price Personal Pension (PP5)

    Use this application form to transfer other pension arrangements into your existing Initial Price Personal Pension (PP5).

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  • Amending contributions on your pension (PP1-4, PPS & FS1-4)

    Application form to be used when adding a single or amending regular contributions to an existing Pension (PP1-4, PPS & FS1-4).

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  • Adding a single contribution to your pension (PP1-4, PPS & FS1-4)

    Application form to be used when adding a single contribution to an existing Pension (PP1-4,PPS & FS1-4).

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  • Transferring in to your Pension (PP1-4, PPS & FS1-4)

    Use this application form to transfer other pension arrangements into your existing Pension (PP1-4, PPS and FS1-4).

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  • Investment instruction continuation sheet

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

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  • Correspondence address supplementary application

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

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  • 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.

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  • 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.

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  • Delegated switching authority

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

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  • Skandia Life fund switch form

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

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  • Pension lifetime allowance declaration Age 75 test

    This is our Pension Lifetime Allowance Declaration form required prior to the clients 75th birthday so a Lifetime Allowance test can be completed as required by Her Majesty's Revenue & Customs (HMRC)

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  • Direct Debit Instruction Form - Skandia Life and Pensions Business only

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

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  • 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.

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  • 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.

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  • Salary declaration

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

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  • 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.

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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 trivial pension discharge form

    This form can be used to request the payment of benefits under the trivial pension rules.

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  • Adding or amending an ongoing fee - single price pension series

    Use this form to add or amend an ongoing fee on Series 6, single price pension plans that have been set up on, or converted to an Adviser Charging Basis.

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Key features and terms

  • Key features of your Personal Pension - from 31 December 2012

    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.

    This Key Features Document is applicable to new plans opened from 31 December 2012.

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Guides and brochures

  • About your Personal Pension (single price, series 6, member's guide) - before 28 December 2012

    This member's guide provides a detailed overview of your single price Personal Pension, where your plan was opened before 28 December 2012.

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  • About your Personal Pension (single price, series 6, member's guide) - from 31 December 2012

    This member's guide provides a detailed overview of your single price Personal Pension, where your plan was opened on or after 31 December 2012.

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  • A clear guide to your retirement options

    This is a generic guide to your retirement options.

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  • Product Terms - at a glance

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

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  • 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.

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Support material

  • 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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  • 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.

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  • Protecting your money

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

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