Personal Pension

Technical Guides

Title Reference Last updated
Personal Pension - Statement of Facts pdf
SP55168 27-09-2018

Adviser Charging Forms and Information

Title Reference Last updated
Adviser Charging Agreement - IPP pdf
SP55117 30-10-2019
Supplementary Application Form with Charge for Advice (CAFCA) Agreement pdf
SP55130 01-10-2019

Servicing Forms

Title Reference Last updated
Adviser Charging Agreement - IPP pdf
SP55117 30-10-2019
Record of payments due pdf
SP99013 01-09-2017

Brochures & Guides

Title Reference Last updated
Unit Linked Customer Friendly PPFM pdf
IN13091 28-02-2020
Pension Fund Guide for Individual Plans and Former Members of Group Personal Pensions Plans pdf
SP70008 22-09-2020
Pension fund guide - for use pre 01.01.95 Series plan established with Norwich Union UNISURE VERSION pdf
SP70020 22-09-2020
Pension Fund Guide ('98 Series Plans) pdf
SP99016 22-09-2020
Guide to investing in the Pension Assured Fund pdf
SP99124 10-06-2019
Pension Fund Guide (plans started on or after 13.12.2004) pdf
SP99155 22-09-2020

Key Features

Title Reference Last updated
Key Features of the Personal Pension - Regular and Single Payments (plans after 12.12.2004) pdf
SP02026 13-11-2019
Key Features of PP and GPP Your Pension pdf
SP57010 29-04-2020
Key Features of the Personal Pension - Transfer Payments to Non Stakeholder pdf
SP70006 19-05-2020

Sales Aids

Title Reference Last updated
Personal Pension commission and charge options pdf
SP02042 27-08-2019
Information for Employers Making Payment for Personal/Stakeholder Pensions pdf
SP56012 16-01-2019

Terms & Conditions

Title Reference Last updated
Personal Pension (Isle of Man) T&C's pdf
PN26036 01-03-2019
Personal Pension Terms & Conditions pdf
SP02016 10-02-2020
Your Pension Select @ Aviva Terms and Conditions pdf
SP02017 10-12-2019
Important information about adding an Adviser Charge to Your Aviva Personal Pension, Your Pension Select @ Aviva or CU Personal Pension Policy pdf
SP55129 27-09-2019

Miscellaneous

Title Reference Last updated
Expression of wishes Form pdf
SP03128 04-05-2020
Key Facts about our Services and Costs pdf
SP56033 09-06-2020
Declaration for New Contracts pdf
SP98005 14-01-2019
Direct Debit Instruction for Personal Pension and Group Personal Pension pdf
SP99465 31-07-2019

Application Forms

Title Reference Last updated
Application for Membership of a Personal Pension Plan for Jersey and Guernsey pdf
SP55030 16-05-2019
Application for a personal pension pdf
SP02004 24-08-2020
Personal Pension & GPP Supplementary application form pdf
SP55114 30-09-2018
Jersey and Guernsey - Supplementary Application pdf
SP55133 25-02-2020
Personal Pension - Isle of Man supplementary app pdf
SP55134 25-02-2020
Pension transfer application form pdf
SP57200 21-10-2020
Pensions Declaration for Electronic Business pdf
SP99125 30-10-2019