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Individual Retirement Planning

Please select the Individual Retirement Planning product you would like to request literature about:

Executive Pension Plan - Existing Customers
Individual Buyout Plan
Money Laundering
Pension Payment Cover Plan
Personal Pension Plan

Stakeholder
Tax Facts
Trustee Buyout Plan
Generic Literature

* Not all documents are available to order. Those that have the order option greyed out are only available online.

Executive Pension Plan - Existing Customers

Doc. Type	Title	Ref. no.	Audience	Order
	EPP/GMPS Increment Application Form Application for increase in Retirement Contributions and/or Lump Sum Death Benefits	12571	Adviser
	Increment Application (Old Style Plans) Increment Application form to increase premiums under old style Pegasus Executive Plans, Pegasus Plus Plans & Executive Pension Investment Plans.	10773	Client/Adviser

Individual Buyout Plan

Doc. Type	Title	Ref. no.	Audience	Order
	Important notes for applications Important notes to be read before signing application forms.	46718a	Client/Adviser
	Individual Buy Out Plan Guide	42107	Client/Adviser
	Individual Buyout Plan Income Drawdown Application Form	44984	Client/Adviser
	Transfer Application form for the Individual Buyout Plan Application form to transfer to a S32	42284	Adviser

Money Laundering

Doc. Type	Title	Ref. no.	Audience	Order
	Intermediary Introduction Certificate Intermediary Introduction Certificate - For UK resident private individuals.	10354	Client/Adviser

Pension Payment Cover Plan

Doc. Type	Title	Ref. no.	Audience	Order
	Important notes for applications Important notes to be read before signing application forms.	46718a	Client/Adviser
	Key Features of the Pension Payment Cover Plan	41828	Client/Adviser
	PPCP Application Form Application for Pension Payment Cover Plan	41827	Client/Adviser

Personal Pension Plan

Doc. Type	Title	Ref. no.	Audience	Order
	Application Form for the Personal Pension Plan Personal Pension Application	42238	Client/Adviser
	Application Form for the Personal Pension Plan Application Form for the Personal Pension Plan (Increases to Retirement Contributions and/or Lump Sum Death Benefit/Waiver of Contribution Benefit)	10301	Adviser
	Application Form Personal Pension Plan on behalf of a minor Application for PP on behalf of a minor	42364	Adviser
	Fund Choice and Fund Charges Sheet	16981	Client/Adviser
	Important notes for applications Important notes to be read before signing application forms.	46718a	Client/Adviser
	Key Features of the Personal Pension Plan Personal Pension Plan Key Features	42242	Client/Adviser
	Key Features of the Personal Pension Plan - Contracting Out	42243	Client/Adviser
	Key Features of the Self-Invested Personal Pension (SIPP) Self-Invested Personal Pension (SIPP) Key Features	14273	Client/Adviser
	Nomination form - Personal Pension & Stakeholder PP & Stakeholder Nomination form	12260	Adviser
	Pension Funds - Investor's Guide	16540	Client/Adviser
	Personal Pension 'Plus' Increment Application This form can only be used for Personal Pension Plus plans where the policy number begins with a "6".	11179	Client/Adviser
	Personal Pension Client Guide	42237	Client/Adviser
	Personal Pension Plan Details	42236	Adviser
	Personal Pension Plan Policy Provisions PP (2007) policy provisions	42199PRE	Client/Adviser
	Personal Pension Technical Guide Personal Pension Technical Guide	15857	Adviser
	Personal Pension Transfer Application Form Personal Pension Transfer Application Form	42239	Client/Adviser

Stakeholder

Doc. Type	Title	Ref. no.	Audience	Order
	Application Form - Individual Stakeholder Pension Plan	49819	Adviser
	Important notes for applications Important notes to be read before signing application forms.	46718a	Client/Adviser
	Key Features of the Stakeholder Pension Plan Stakeholder Key Features	16622	Client/Adviser
	Nomination form - Personal Pension & Stakeholder PP & Stakeholder Nomination form	12260	Adviser
	SHP policy provisions	16216	Client/Adviser
	Stakeholder Funds Guide	16633	Client/Adviser
	Stakeholder Pensions Client Guide	16618	Client/Adviser
	Stakeholder pre sale policy provisions	16216pre	Client/Adviser

Tax Facts

Doc. Type	Title	Ref. no.	Audience	Order
	Tax Facts 2010/11 Guidance about Tax facts for 2010/11.	SW56316	Client/Adviser

Trustee Buyout Plan

Doc. Type	Title	Ref. no.	Audience	Order
*Sorry there are no documents within this category

Generic Literature

Doc. Type	Title	Ref. no.	Audience	Order
	Adviser Commission Guide Guide to Commission for individual pension products.	42826	Adviser
	Change of Details From	41926	Client/Adviser
	Change of Employment Form Change of Employment Form - Stakeholder or Personal Pension	41892	Client/Adviser
	Direct Debit Instruction	16248	Client/Adviser
	Guide to Lifestyle Switching How Lifestyle Switching works and the preset options available	41426	Client/Adviser
	Guide to Salary Exchange Salary Exchange guide	49310	Client/Adviser
	Keyfacts about our services and costs	43682	Client/Adviser
	Pension Trust Form Trust form that can be used for Section 32, Retirement Annuity Contract or Assigned Policy. In all other circumstances please use form 48670.	41431	Client/Adviser
	Retirement Analysis Platform User Guide This guide covers the functionality of the four calculators Income Shortfall, Lifetime Allowance, Salary & Bonus Sacrifice and Tax-Free Cash	48583	Adviser
	Scottish Widows Letter of Authority Form	49033	Adviser
	Transfer Application Form Personal Pension Plus Transfer Application Form Personal Pension Plus	11191	Client/Adviser

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During this period of transition Scottish Widows is an introducer of Clerical Medical products. The firms are regulated by the Financial Services Authority.

Clerical Medical Investment Group Limited. Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 33 Old Broad Street, London EC2N 1HZ.

Clerical Medical Investment Group Limited is authorised and regulated by the Financial Services Authority. Our FSA Register number is 181655.

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Scottish Widows plc. Registered in Scotland No. 199549. Registered Office in the United Kingdom at 69 Morrison Street, Edinburgh EH3 8YF. Telephone: 0131 655 6000. Scottish Widows Unit Trust Managers Limited. Registered in England and Wales No. 1629925. Registered Office in the United Kingdom at Charlton Place, Andover, Hampshire SP10 1RE. Tel: 0845 300 2244.

Scottish Widows plc and Scottish Widows Unit Trust Managers Limited are authorised and regulated by the Financial Services Authority. Our FSA Register numbers are 191517 and 122129 respectively. You can check this on the FSA’s Register by visiting the FSA’s website www.fsa.gov.uk.