The asset management giant has announced chief financial officer and director Richard Keers has decided to retire. So weve put together some important information about what you need to think about and whether a pension transfer might be right for you. If you think you have a pension with Royal London but aren't sure, or don't have the details, you can try to track down your plan with us. Pension Portfolio single contribution application form (PDF). Registered in England and Wales, company number 99064. Here's everything you need to know about how we'll work together. If you are not an adviser, please visit our customer website. Find out what you need to do if youve heard from us by phone or post. You can choose to buy through a financial adviser or directly from us. Applying to work with Royal London is easy. We're proud to have consistently won five stars for our service at the Financial Adviser Service awards. Personal Pensions - Royal London for advisers Karl Sternberg will step in to act as interim chair of the audit and risk committee, while Roger Yates will join it. Complete to add a new ongoing adviser charge, change a previously agreed ongoing adviser charge, or stop an existing ongoing adviser charge from being deducted. To take your search further, there are other sources you can use that are ready and willing to help. When the new state pension was introduced for those reaching pension age from 6th April 2016 it was intended to be much simpler than the system it replaced. We recommend talking about the different types of pension available with a professional financial adviser. Complete if youve agreed your financial adviser will receive an ad hoc adviser charge payment in return for new advice and services they provide on your plan. If you don't already have a financial adviser, there are a number of directories that you can use to search for one in your area and according to their specialisms. Our application form submission options show you which forms can be uploaded via the personal pension applications submission portal. PDF Pension Portfolio Ongoing adviser charge instruction form - Royal London If youre looking for more information about our personal pension (also known as Pension Portfolio) or our range of workplace pensions, please visit the Pensions section. If you don't already have a financial adviser, there are a number of directories that you can use to search for one in your area and according to their specialisms. He will be based in Edinburgh. Governed range factsheets and data sheets, Here's how to to submit an application form, Pension Portfolio Income Release application form, Pension Portfolio application form - transfer only, Pension Portfolio Income Release application form - transfer only, Personal Pension with Self Investment (SIPP) application form, Beneficiary Income Release application form, Pension Portfolio single contribution application form, Pension Portfolio - additional contribution application form, Pension Portfolio Income Release - switch on application form, Pension Portfolio Income Release - additional contribution with tax-free cash application form, Pension Portfolio Income Release - additional tax-free cash, start/change income and full withdrawal application form, Self Investment Switch on application form, Pension Portfolio & SIPP additional contribution application form, Property purchase/Transfer-in application form, Pension Portfolio ongoing adviser charge form, Small pot commutation option application form, Self Investments - investment disclaimer and risk warning, Adviser instructions authorisation (individual pension plans), Scanned copies of signed application forms, Applications that have been signed by the customer using an electronic signature (e.g. We choose to distribute our personal pension products and services through financial advisers. From voting on the way we run our business, to aiming to boost their pension savings through ProfitShare, we want our customers to feel the mutual benefit of being with us. Royal London to expand Underwrite Later option - FTAdviser Royal London has launched a protection tool to help advisers offer the most suitable menu protection plans for clients. Complete to apply for a Personal Pension Plan. From managing client applications and generating estimated decisions, to online trusts and nominating beneficiaries, log in to our service to get started. Registered in England and Wales, company number 99064. If you need help,get in touch - you can expect to deal with realpeople at every stage.. Contact pensions - Royal London for advisers Pension tools and calculators Our tools and calculators help you to get a personalised view of how different scenarios could affect your client's pension savings and their plans for the future. Stay on top of your investments with the latest fund factsheets, reports, and information. Quilter Phone0345 603 0154 (press option 1 to speak to a member of the team). The firm is on the Financial Services Register, registration number 117672. Move seamlessly into drawdown - from within the same plan. Binnie, who joins from Evelyn Partners, will become part of Royal Londons distribution leadership team and will play a key role in strengthening the groups relationship with its strategic partners. Tell us what you need help with, and we'll send you to the right place. They're designed to help you manage the cost of living and make you feel a little more in control. Register today to add beneficiaries, explore financial wellbeing guides and see your contributions. Our online service has a wide range of tools and features, including: We can answer your new application questions. We offer a range of pension products that aim to suit your needs, whether you're just starting to save or are already thinking about your financial future when you retire. No news, articles or content may be reproduced in part or in full without express permission of International Adviser. The company Im looking for isnt listed. Access pension tools How to get started with Royal London Applying to work with Royal London is easy. The Royal London team has a real focus on building successful, mutually beneficial relationships, and Im really looking forward to playing my part in contributing to that, he added. Royal London has confirmed 94 per cent of its life cover on business and relevant life plans can now be put in force without waiting for medical evidence, as it moves to rollout its Underwrite. You can find these pages here. If you don't already have an adviser, you can find one here. And that your needs and goals will often change as life unfolds. He will be based in Edinburgh. Sagayam joined Pictet Asset Management (PAM) in 2010 as head of total return fixed income. Whether it's changing your personal details, get help with online servicing or talk to us about something else, there's a quick and easy way to do it online. Binnie joins from Evelyn Partners, where he was managing partner and head of office, Edinburgh and Aberdeen. Pease has quit for personal reasons, according to a stock exchange announcement on 26 April. If you're phoning us about someone else's plan or policy, you'll need to give us the policy number or plan reference on the statement when you call. Here's how to to submit an application form. The world of pensions can be a complex place. Our Governed Range is broadly diversified, actively managed, impartially. Earlier this month, it was announced that Royal London had purchasedthe individual protection book of Aegon UK. Personal pensions Our personal pension offers something for everyone. For pension products previously taken out with RL(CIS), formally the Co-Operative Insurance Society Limited. You'll need to complete this form if you have a Pension Portfolio plan with Royal London, including an Income Release or Self Invested Personal Pension plan, and you want to add a new ongoing adviser charge, change a previously agreed ongoing adviser charge or stop an existing ongoing adviser charge being deducted from your plan. It doesnt just sit in an account somewhere until you retire. There are limits on the amount you can invest in pension plans and on the maximum value of pension savings that you can build up without being subject to a tax charge. What does your pension get up to after it leaves your pay packet? We work alongside thousands of financial advisers to provide you with a comprehensive range of products and investments through our award-winning online investment platform. Normally, 25% of any money you access is tax-free and the rest will be taxable. We call it Pension Portfolio and its available by talking to your financial adviser. If you don't have a consultant or need their contact details, please call. Find out what our workplace pensions do and how youre investing in a better future for yourself as they aim to grow the money you pay in over time. If you don't already have a Royal London pension Our pension products are available through financial advisers. You can reset your password quickly and simply by using password reset online form. If you already have a Pension Portfolio plan (with Income Release) and youve taken a one-off taxable income payment in the past, you can use our online form to request another income payment. Complete to authorise us to accept instructions from your financial adviser on your behalf. Remember though that you will also have the charges of any investment funds on top. Registered office: 80 Fenchurch Street, London, EC3M 4BY. Weve been helping people to help themselves for over 150 years. Get to know more about deposits, equities, property and other investment types. Theres lots to think about when it comes to transferring your pension savings. Pension Portfolio Income Release application form - transfer only (PDF). Adviser instructions authorisation (individual pension plans) (PDF). Regardless of when you choose to retire, there are different options you can take to access your pension savings or unlock the value in your property. Access your plans and policies for pensions,investments and protection online., We're here to support you. This website is intended for financial advisers only and shouldn't be relied upon by any other person. Looking for Abbey National/Santander? - Royal London / Mis-sold Our monthly performance updates for our range of funds and portfolios help you keep a close eye on your investments. Complete to apply for a Beneficiary Income Release Plan. They can give you personalised advice and recommendations to match your individual needs and circumstances. Barrow said: Ronnie is well-regarded in the adviser market and a strong addition to the Royal London distribution team. From voting on the way we run our business, to aiming to boost their pension savings through ProfitShare, we want our customers to feel the mutual benefit of being with us. We've bought, owned and rebranded a number of specialist businesses, so even if youre not sure your policy is with us - were here to help. Complete to apply to take a cash lump sum from your Pension Portfolio Plan, Individual Pension Plan, or Retirement Solutions Plan. 2) Is something like vanguard LS a good plan with much less cost? Some 400,000 Aegon customers will see their life insurance, critical illness and income protection policies transferred to Royal London as a result of the sale, which is subject to court approval. We'll put your question to our panel of helpful advisers. From useful guides to interactive application forms, our literature library is packed with everything you need to support your business and your client conversations. about Royal London acquires Aegon UKs individual protection book, about The Budget 2023 and removal of the lifetime allowance, about The power of your pension to help fight climate change, about Pensions in the news what you need to know, about Pensions reboot: three in five restart contributions after pandemic knocked back payments, about Chancellor of the Exchequer opens Royal London House in Alderley Park, about Extra funding "desperately needed to heat homes and families", about Strong flows into sustainable funds drives growth in assets under management, about Royal London launches protection menu tool for advisers, about Royal London launches Investment Pathways, about Police Mutual becomes part of Royal London, All Illness and Income Protection products, Understanding different types of life insurance, Power up your pension with a single contribution, How to read your payslip: pension deductions, Understanding your pension and investments.