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| Print availability | |||
|---|---|---|---|
| Application forms | |||
| SP03202 | Installation agreement - PDF | 28-04-2023 | Download Installation agreement |
| SP03203 | Company Pension - Company Stakeholder - Employer Application - new schemes post - 1 June 2015 - PDF | 15-03-2025 | Download Company Pension - Company Stakeholder - Employer Application - new schemes post - 1 June 2015 |
| SP03206 | Additional category employer application - PDF | 06-04-2023 | Download Additional category employer application |
| SP57200 | Pension transfer application form - PDF | 19-03-2025 | Download Pension transfer application form |
| SP99481 | Scheme management system - Change of company owner - PDF | 09-09-2024 | Download Scheme management system - Change of company owner |
| Brochures & Guides | |||
| GN20674 | Company pensions schemes - our menu of services - PDF | 05-04-2022 | Download Company pensions schemes - our menu of services |
| SP03311 | Your company stakeholder pension scheme - an essential guide inc. Key Features and Terms and Conditions - PDF | 23-04-2025 | Download Your company stakeholder pension scheme - an essential guide inc. Key Features and Terms and Conditions |
| SP56001 | Stakeholder With-Profits Sub-Fund and Investment Summary - PDF | 24-04-2025 | Download Stakeholder With-Profits Sub-Fund and Investment Summary |
| SP57001 | Group Personal and Stakeholder Pension Plans Member Guide - PDF | 07-02-2024 | Download Group Personal and Stakeholder Pension Plans Member Guide |
| Key features | |||
| SP03311 | Your company stakeholder pension scheme - an essential guide inc. Key Features and Terms and Conditions - PDF | 23-04-2025 | Download Your company stakeholder pension scheme - an essential guide inc. Key Features and Terms and Conditions |
| Servicing forms | |||
| SP03128 | Expression of wishes Form - PDF | 16-06-2021 | Download Expression of wishes Form |
| Terms & Conditions | |||
| SP03311 | Your company stakeholder pension scheme - an essential guide inc. Key Features and Terms and Conditions - PDF | 23-04-2025 | Download Your company stakeholder pension scheme - an essential guide inc. Key Features and Terms and Conditions |
| Investment guides | |||
| SP99252 | Mixed Investments Annuity Lifestyle approach - PDF | 08-10-2021 | Download Mixed Investments Annuity Lifestyle approach |
| SP99254 | Self-style Annuity approach - PDF | 08-10-2021 | Download Self-style Annuity approach |
| SP99255 | Phased Switching Annuity approach - PDF | 06-10-2021 | Download Phased Switching Annuity approach |
| SP99468 | Mixed Investments Drawdown Lifestyle approach - PDF | 08-10-2021 | Download Mixed Investments Drawdown Lifestyle approach |
| SP99470 | Global Shares Drawdown Lifestyling Approach - PDF | 19-10-2021 | Download Global Shares Drawdown Lifestyling Approach |
| SP99472 | Self-style Drawdown approach - PDF | 01-10-2021 | Download Self-style Drawdown approach |
| SP99474 | Phased Switching Drawdown approach - PDF | 07-10-2021 | Download Phased Switching Drawdown approach |
| SP99476 | Stakeholder Mixed Investments Drawdown Lifestyle approach - PDF | 08-10-2021 | Download Stakeholder Mixed Investments Drawdown Lifestyle approach |
| SP99253 | Global Shares Annuity Lifestyle approach - PDF | 08-10-2021 | Download Global Shares Annuity Lifestyle approach |
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