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Information box

We appreciate your patience during these exceptional times. As I’m sure you’d expect we are working hard to give you the best possible service while ensuring our colleagues remain safe. This means we are following Government guidelines on home working which may mean your request takes longer than usual to process.

Before you start

  • Use this process to:
    • Set up your new personal pension
    • Start saving for the future you want when you retire
  • What you will need:
    • Your National Insurance number - to claim your tax relief
    • Your bank details - if you’re setting up a single or regular payment
    • Your pension details - if you’re transferring a pension to us
    • Your personal details – you'll need to provide personal details such as your email address and telephone number as we may need to contact you about your application.
  • Things to consider:
    • Before transferring your pension, check you're not missing out on any valuable benefits from your existing pension plan
    • Decide where you’d like to invest - Not sure? Find out about our easy and DIY options
  • Read this important information:

The value of any investment can go down as well as up and may be worth less than what was paid in.

This application is for a personal pension, the Active Money Personal Pension, which is provided through Standard Life Assurance Limited.

If you're happy to go ahead without getting financial advice, remember that your decision will be based on how you understand the information we've given. We aren't able to take your individual needs and circumstances into account. If you're in any doubt whether the Active Money Personal Pension is suitable for you, you should get financial advice. There's likely to be a cost for this.

Need some help?

0345 272 8826

Call charges will vary.

 

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