Stakeholder Pension

Technical Guides

Title Reference Last updated
Stakeholder Pension - Statement of Facts pdf
SP56035 24-09-2018

Application Forms

Title Reference Last updated
Application for Stakeholder pension (for applications on or after 20 February 2010) pdf
SP01006 28-07-2020
Personal Pension & GPP Supplementary application form pdf
SP55114 30-09-2018
Pensions Declaration for Electronic Business pdf
SP99125 30-10-2019

Servicing Forms

Title Reference Last updated
Record of payments due pdf
SP99013 01-09-2017

Key Features

Title Reference Last updated
Key Features of the Stakeholder Pension - Regular & Single payments (plans before 01/02/08) pdf
SP01002 06-11-2019
Key Features of the Stakeholder Pension - Regular & Single Payments (plans on or after 01/02/08) pdf
SP01040 06-11-2019
Key Feature for Increments to Stakeholder pdf
SP70003 30-06-2020

Terms & Conditions

Title Reference Last updated
Stakeholder Pension from Aviva Individual Plans Terms & Conditions pdf
SP01024 10-02-2020
Your Pension Your Policy pdf
SP01025 17-01-2020

Miscellaneous

Title Reference Last updated
Expression of wishes Form pdf
SP03128 04-05-2020
Declaration for New Contracts pdf
SP98005 14-01-2019

Brochures & Guides

Title Reference Last updated
A guide to fund fact sheets pdf
GN20431 25-01-2018
Unit Linked Customer Friendly PPFM pdf
IN13091 28-02-2020
Stakeholder Pension - Client Guide pdf
SP01001 04-05-2020
Stakeholder With-Profits Sub-Fund and Investment Summary pdf
SP56001 01-05-2020
Pension Fund Guide pdf
SP99153 22-09-2020

Sales Aids

Title Reference Last updated
Mixed Investments Annuity Lifestyle approach pdf
SP99252 10-09-2020
Information for Employers Making Payment for Personal/Stakeholder Pensions pdf
SP56012 16-01-2019
Stakeholder Mixed Investments Drawdown Lifestyle approach pdf
SP99476 13-07-2020