Designer Group Stakeholder Pension

Application forms

Title Reference Last updated
Installation agreement PDF
SP03202 28-04-2023
Company Pension - Company Stakeholder - Employer Application - new schemes post - 1 June 2015 PDF
SP03203 06-04-2023
Additional category employer application PDF
SP03206 06-04-2023
Pension transfer application form PDF
SP57200 07-12-2023
Scheme management system - Change of company owner PDF
SP99481 03-09-2021

Brochures & Guides

Title Reference Last updated
Company pensions schemes - our menu of services PDF
GN20674 05-04-2022
Your company stakeholder pension scheme - an essential guide inc. Key Features and Terms and Conditions PDF
SP03311 06-04-2023
Stakeholder With-Profits Sub-Fund and Investment Summary PDF
SP56001 18-04-2024
Group Personal and Stakeholder Pension Plans Member Guide PDF
SP57001 07-02-2024

Key features

Title Reference Last updated
Your company stakeholder pension scheme - an essential guide inc. Key Features and Terms and Conditions PDF
SP03311 06-04-2023

Servicing forms

Title Reference Last updated
Expression of wishes Form PDF
SP03128 16-06-2021

Terms & Conditions

Title Reference Last updated
Your company stakeholder pension scheme - an essential guide inc. Key Features and Terms and Conditions PDF
SP03311 06-04-2023

Investment guides

Title Reference Last updated
Mixed Investments Annuity Lifestyle approach PDF
SP99252 08-10-2021
Self-style Annuity approach PDF
SP99254 08-10-2021
Phased Switching Annuity approach PDF
SP99255 06-10-2021
Mixed Investments Drawdown Lifestyle approach PDF
SP99468 08-10-2021
Global Shares Drawdown Lifestyling Approach PDF
SP99470 19-10-2021
Self-style Drawdown approach PDF
SP99472 01-10-2021
Phased Switching Drawdown approach PDF
SP99474 07-10-2021
Stakeholder Mixed Investments Drawdown Lifestyle approach PDF
SP99476 08-10-2021
Global Shares Annuity Lifestyle approach PDF
SP99253 08-10-2021