Non-advised one-off contribution form

You must answer all the questions before you can submit this form. We won't be able to process your request without this information.

We ask for details about the source of funding for the investment as part of our commitment to preventing financial crime, including money laundering. We need this information to meet our legal and regulatory commitments. We only use it to prevent financial crime.

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Your details

We recommend you seek financial advice before proceeding with your decision.

Have you spoken with an adviser regarding the one-off contribution?

You are responsible for any decision you make. Once you make it, you can't change your mind. By not taking advice, you don't have the same level of protection you would have if you'd taken professional advice. If you're not sure whether a product or service is suitable for you, you should consult a financial adviser, who can give you a personal recommendation. They may charge for this service.

Which type of contribution would you like to make today?

We need to know the amount so we can run an illustration after submission of this form. (Please speak to your financial adviser if unsure about contribution limitations)

Search for the address by entering the postcode. The postcode should be in Great Britain, Northern Ireland, Isle of Man or Channel Islands.
Origin of funds?

(For Pension contributions) Please be aware that, except for salary and redundancy as pay source of funds that, our pensions can only accept contributions which qualify for tax relief. This means that we can only accept payments which are within your salary/wages and any taxable redundancy payments you have received.  You need to take the tax relief (20% of the total contribution) into account when working out how much you can pay in.  For example, if you earn £30,000, you can pay in £24,000 and this is topped up to £30,000 with tax relief.  You also need to take contributions you are already paying into this and other pensions into account. 

Please speak to your financial adviser if you have any additional questions around this contribution.

How would you like the contribution invested?

100% cash - The contribution amount will be invested in cash. Please speak to your adviser about investing in cash if you haven’t already done so.

Existing funds (pro rata) - The contribution amount will be split in line with current % allocation per fund at the time of producing illustration.

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