Fillable Single contribution application form Pension Portfolio Plan (Royal London)

Fill Online, Printable, Fillable, Blank Single contribution application form Pension Portfolio Plan (Royal London) Form

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Single contribution application form Pension Portfolio Plan (Royal London)

On average this form takes 5 minutes to complete

The Single contribution application form Pension Portfolio Plan (Royal London) form is 4 pages long and contains:

1 signature
2 check-boxes
14 other fields

Country of origin: UK
File type: PDF

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Page 1 of 5

Pension Portfolio Plan

Single contribution application form

You’ll need to complete this application form if you want to apply a single contribution to your existing

Pension Portfolio Plan with Royal London and remain in your current investment choice.

1 Important information

Please read this section carefully before completing this application form.

•

Please use BLOCK CAPITALS and black ink when completing this application form.

•

It’s very important you understand that by completing this application form, you’re asking us to:

•

Invest your single contribution in the same investment choice as your plan’s existing investments; and

•

Pay any adviser charge that you’ve agreed will be paid in relation to this single contribution, and is detailed in section

5 of this application form, to your current financial adviser held on our records.

If you would like your single contribution to be invested in a different investment choice and/or you would like your agreed

adviser charge to be paid to a different financial adviser, you’ll need to complete our main Additional contribution

application form (65A6).

•

If you’ve not already told us who you would like to receive your retirement savings from your plan in the event of your death,

or you would like to change who you’ve nominated, you’ll need to tell us. You can find a copy of the Payment of benefits on

death form (14P27) on our website at www.royallondon.com or you can ask us for a copy.

•

You should answer each question fully and accurately with your financial adviser. You should remember that your adviser is

acting on your behalf not only by providing you with advice, but also regarding the completion of this form. If you need any

further help completing this form you can contact us on 0345 60 50 050 (Mon–Fri, 8am – 6pm).

•

You should keep a copy of this application form and any additional forms you send to us. When you took out your plan, you’ll

have received a copy of the Plan booklet detailing the terms and conditions of your plan. If you would like to receive another

copy of the Plan booklet, you can request a copy from us at any time.

•

Your completed form should be sent to us at New Business team, Royal London House, Alderley Park, Congleton Road,

Nether Alderley, Macclesfield, SK10 4EL. If you’re returning your form in an A4 window envelope, then you’ll need to read

the additional instructions on the back page of this form.

2 Checklist

Please read this section as you may need to complete and return an additional form.

Money laundering – Confirmation of verification of identity certificate (CVIC).

(You’ll need to complete and attach this additional form if your single contribution is being paid by

someone new for the first time. Please tick the box to confirm if you’re attaching this form.)

Page 2 of 5

65A59 Int/8

3 Your details

This section should be completed by all applicants.

Name

Date of birth National Insurance number

I don’t have a National

Insurance number

Plan number

4 Single Contribution

Please complete this section.

Your single contribution

(gross amount)

Your employer’s single contribution

(gross amount)

Single contributions can be paid by cheque (which must be made payable to “Royal London”) or by bank transfer. If the single

contribution is being made via:

•

Bank transfer, you must add your plan number as the reference number. If you contact us using the telephone number on the

first page of this application form, we’ll confirm Royal London’s bank details.

•

Cheque, you must write your name, date of birth and plan number on the back of the cheque;

Regardless of whether you make your payment by cheque or bank transfer, you’ll need to ensure you pay us the net amount. This is

because the contribution that you’ve entered above is the gross amount, made up of your net payment and tax relief which we’ll

claim from HM Revenue & Customs on your behalf. If you’re an intermediate rate (Scottish taxpayers only), higher rate or

additional rate taxpayer, you could be entitled to claim more tax relief through a self-assessment tax return or by contacting

your local tax office. All contributions made by employers must be made gross of tax.

5 Adviser charges

Please read this section carefully before completing it.

Have you agreed that adviser charges will be deducted from your plan in relation to your Yes

single contribution?

If ‘No’ we’ll not deduct any adviser charges in relation to this single contribution.

If ‘Yes’, please tell us the type and amount of adviser charges that are to be deducted.

Initial adviser charge

Percentage of contribution

or Monetary amount

Ongoing adviser charge

Percentage of fund

We’ll deduct any ongoing adviser charge from your plan on a monthly basis.

If the adviser charge(s) include VAT and the rate of VAT applicable changes, your financial adviser will need to tell us the new

total adviser charge(s) to be deduced from your plan.

Page 3 of 5

65A59 Int/8

6 How we’ll use your personal information

We’ll use the information you’ve provided in this form to help you pay a single contribution into your pension plan with us.

We’ll also share your information with selected third party companies such as service providers, regulators and research

companies. Your information may be used to allow us to complete regulatory checks and to help us provide a better service

for our customers.

If you want to know more about how we use your information, including your rights, our lawful basis, who else we may share it

with and how long we keep it for, please take a look at our privacy notice at royallondon.com/privacynotice.

If you’d rather receive this information in another format, for example a recorded version, please call us on 0800 0853252.

7 Declaration

You should read and sign this section. If there’s anything that you don’t fully understand you should speak to your

financial adviser or Royal London.

I confirm that:

•

this is my application to apply a single contribution which is detailed in section 4, to my existing Pension Portfolio Plan with

Royal London;

•

I want Royal London to invest my single contribution in the same investment choice as my plan’s existing investments;

•

if I’ve triggered the money purchase annual allowance (MPAA) by flexibly accessing my retirement savings with Royal London

or any other provider, I’ve already made Royal London aware of this.

•

the total contributions I make to any registered pension schemes, won’t be greater than 100% of my relevant UK earnings

for the relevant tax year or £3,600 if greater. Where I’m making regular or single contributions I confirm I’m a relevant

UK individual, as defined in sections 188 and 189 of the Finance Act 2004, because I’m under the age of 75 and that either

I am, or have been, resident in the UK in the current tax year, or I have relevant UK earnings or I’m a crown employee or a

husband, wife or civil partner of a crown employee. As a result I’m eligible for tax relief on my contributions. If I cease to be

entitled to tax relief I’ll notify Royal London by the later of:

•

5 April in the tax year I am no longer entitled to tax relief

•

30 days after the date I am no longer entitled to tax relief.

I authorise Royal London to:

•

accept any reasonable instructions regarding my plan from any financial adviser appointed by me as if the instructions were

given by me directly. I accept Royal London cannot be held responsible for any consequences of relying on these instructions;

•

disclose information concerning my plan, including any adviser charges, to any financial adviser appointed by me in order for

them to provide me with advice and services that relate to my plan. If I don’t want Royal London to share information about my

plan, I accept that I can inform Royal London of this by writing in the way described in the ‘Privacy notice’ section.

I accept that:

•

if I’ve agreed that adviser charges will be deducted from my plan in return for the advice and services I’ve received from my

current financial adviser held on Royal London’s records, and which relate to my single contribution, these are detailed in

section 5 of this application form; and

•

any adviser charges I agree with my financial adviser are a matter between me and my financial adviser and Royal London

will not get involved with any dispute I may have with my financial adviser regarding the adviser charges;

•

my financial adviser has discussed any agreed adviser charges with me and has explained the impact they’ll have on my

plan; if I want to find out how these adviser charges will be deducted from my plan, this is detailed within my Plan booklet;

•

if I’ve agreed my financial adviser will receive an adviser charge as a percentage of my single contribution, this adviser

charge instruction will also apply to any future single contributions that I make to my plan within the next 24 months, unless I

tell Royal London otherwise. However if I choose to make a further single contribution to my plan and more than 24 months

has passed since I made my last single contribution, I accept Royal London will require a new adviser charge instruction;

•

if I want to change an agreed adviser charge instruction, I’ll need to provide Royal London with a new instruction;

•

if I change my financial adviser I should let Royal London know as soon as possible. In such circumstances, Royal London

will continue to pay any outstanding initial adviser charge to my previous adviser. I also accept that if I want to pay an

adviser charge to a new financial adviser I will need to provide Royal London with a new adviser charge instruction;

•

if Royal London stops making adviser charge payments to my financial adviser for any reason, or if I instruct Royal London

to discontinue paying an adviser charge to my financial adviser or if I cancel my single contribution within the cancellation

period, I may remain liable to reimburse my financial adviser for the cost of the advice and services provided to me. I should

check the terms of my agreement with my financial adviser in this event;

•

if I decide to cancel my single contribution within the cancellation period, Royal London will not refund any adviser charge

payment that has been made to my financial adviser in relation to that single contribution;

Page 4 of 5

65A59 Int/8

7 Declaration continued

•

any adviser charge that I agree with my financial adviser will be in addition to any plan charges that may be required by

Royal London;

•

the terms of my plan are detailed within the plan booklet which I received when I applied for my plan. I also accept that if

I require an additional copy of this Plan booklet I can request a copy at any time;

•

the information detailed within this form will be used to structure my investments and provide benefits under my plan;

•

if I’ve not already triggered the money purchase annual allowance under any other pension plan but do so in the future,

then it’s my responsibility to inform Royal London of this within 91 days of the trigger;

•

I won’t be able to cash-in, assign or take as a lump sum, any pension bought by my plan except as allowed by Part 4 of the

Finance Act 2004 (as amended).

I confirm that the information and every answer I’ve provided in this application form is correct and complete to the best of my

knowledge and belief, including any those answers not filled in by me. I also confirm that I’ve read and accept the declaration.

If you are under 18 (16 in Scotland) your legal guardian must sign the declaration below.

Signature

Date

D M Y Y Y YM

It’s a serious offence to make false statements in order to obtain tax relief on contributions. The penalties are severe and

could lead to prosecution.

In order to protect our customers, we may have to verify your identity, or the identity of certain individuals connected to this

plan. We’ll do this electronically to make things easier for you.

If you’d prefer, we don’t do this check electronically, please provide 2 pieces of identification (e.g. passport or driving licence

and utility bill) with this application form. If you don’t provide this evidence, then we’ll take this is as your acceptance and

proceed with the electronic checks.

click to sign

signature

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September 2021 65A59 Int /8

Returning this form

New Business team

Royal London House

Alderley Park

Congleton Road

Nether Alderley

Maccleseld

SK10 4EL

Returning this form: If you’re using an

A4 window envelope to return your

completed application form then insert

the completed form into the envelope,

ensuring the address to the left is clearly

visible in the envelope window.

Royal London

1 istle Street, Edinburgh EH2 1DG

royallondon.com

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The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the

Prudential Regulation Authority. The rm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in

England and Wales, company number 99064. Registered oce: 55 Gracechurch Street, London, EC3V 0RL. Royal London Marketing Limited is authorised and regulated

by the Financial Conduct Authority and introduces Royal London’s customers to other insurance companies. The rm is on the Financial Services Register, registration

number 302391. Registered in England and Wales company number 4414137. Registered oce: 55 Gracechurch Street, London, EC3V 0RL.

Fillable Single contribution application form Pension Portfolio Plan (Royal London)

Fill Online, Printable, Fillable, Blank Single contribution application form Pension Portfolio Plan (Royal London) Form

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