Stakeholder Pension

Application Forms

Title Reference Last updated
Application for Stakeholder pension (for applications on or after 20 February 2010) pdf
SP01006 29-07-2021
Pensions Declaration for Electronic Business pdf
SP99125 30-10-2019

Servicing Forms

Title Reference Last updated
Record of payments due pdf
SP99013 19-11-2020

Key Features

Title Reference Last updated
Key Features of the Stakeholder Pension - Regular & Single payments (plans before 01/02/08) pdf
SP01002 07-04-2022
Key Features of the Stakeholder Pension - Regular & Single Payments (plans on or after 01/02/08) pdf
SP01040 07-04-2022
Key Feature for Increments to Stakeholder pdf
SP70003 07-04-2022

Terms & Conditions

Title Reference Last updated
Stakeholder Pension from Aviva Individual Plans Terms & Conditions pdf
SP01024 05-10-2021
Your Pension Your Policy pdf
SP01025 12-10-2021

Sales Aids

Title Reference Last updated
Mixed Investments Annuity Lifestyle approach pdf
SP99252 08-10-2021
Stakeholder Mixed Investments Drawdown Lifestyle approach pdf
SP99476 08-10-2021

Brochures & Guides

Title Reference Last updated
A guide to fund fact sheets pdf
GN20431 25-01-2018
Unit Linked Customer Friendly PPFM pdf
IN13091 01-02-2022
Stakeholder Pension - Client Guide pdf
SP01001 05-04-2022
Stakeholder With-Profits Sub-Fund and Investment Summary pdf
SP56001 16-03-2022
Pension Fund Guide pdf
SP99153 01-02-2021

Miscellaneous

Title Reference Last updated
Expression of wishes Form pdf
SP03128 16-06-2021
Declaration for New Contracts pdf
SP98005 19-11-2020

Technical Guides

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