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Update pension plan details

If you need to update your personal details that we sent you on your Personal details and declaration confirmation statement, you can do so by contacting our customer support team using the form on this page.

Depending on the change, one of our customer service team may contact you if additional evidence is required.

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Update your details

* Indicates a required field

1. Help us identify you

Please fill in this section with the personal details we currently hold for you.

Personal information collected on this form will be used to administer your request. To understand the detail of how we use your information you can read the privacy policy (opens in new window) or listen on 0800 085 8352.

If you’re struggling to complete this form online, or you are not entitled to claim tax relief on your pension contributions, contact a member of our team on 0345 602 1885. Lines are open 9am to 5pm, Monday to Friday, excluding bank holidays.

Personal information

Title *
You will find this on the Personal details and declaration confirmation statement that we sent you. If you're an existing Retirement Solutions customer and can't find this information, you can insert 'unknown' provided you included your 'Plan number' below.​
You will find this on the Personal details and declaration confirmation statement that we sent you. If you're an existing Retirement Solutions customer and can't find this information, you can insert 'unknown' provided you included your 'Plan number' below.​
You will find this on the Personal details and declaration confirmation statement that we sent you
Please use the format DD/MM/YYYY

Email address *

Email is the quickest and simplest way for us to communicate with you. We’ll use your email address to send you information about your plan along with tips from our experts to help you take control of your financial future.

If you’ve told us about another change to your personal details, we’ll send you an updated Personal details and declaration confirmation statement. Please be aware you’ll receive your updated documents using the preferred communication method chosen by your employer. For example, if you received your original documents by post, your new documents will come by post.

We’ll send you a message to the email address provided here to confirm that we’ve received your request.

 

Type of email*
(50 character limit)
We may contact you by mail, phone, email or SMS either directly or through your approved financial adviser with further offers, promotions and information about our products and services that may be of interest to you. Please tick this box if you don't want to receive this information.
Address

2. Change details

Tell us what you'd like to change.

Please select all that apply *
Your title *
Royal London will require to see satisfactory documentary evidence if you’ve changed your name. If your name has changed due to marriage, divorce, or other circumstances, please upload one of the following documents; Marriage Certificate, Decree Absolute, Decree Nisi or Deed poll. If we hold your name incorrectly due to a spelling error or any other inaccuracy, please upload one of the documents from the following list; Passport, Driving Licence, Birth Certificate, Firearms Licence, Arms Forces card or an Identity card issued by the electoral office for Northern Ireland.
Please use the format DD/MM/YYYY
Royal London will need to see satisfactory documentary evidence if you’ve changed your Date of Birth. Please upload one of the documents from the following list; Birth Certificate, Passport, Photocard or UK old style Driving Licence. A member of our customer service team will get in touch if we need any more information from you
If you're not giving us a new or updated personal email address, please write N/A in the box below. (50 character limit)
If you're not giving us a new or updated workplace email address, please write N/A in the box below. (50 character limit)

3. Declaration

  • I confirm that the information about me on the “Personal details and declaration confirmation statement” is either correct and complete, or where not correct and complete I have amended it in this online form to be correct and complete.
  • I understand and confirm that the total pension contributions I make to all registered pension schemes (including those not with Royal London) in any tax year will not be more than 100% of my relevant UK earnings for the relevant tax year or £3,600 if greater.
  • Where I am making regular or single contributions, I confirm that I am entitled to tax relief, under sections 188 and 189 of the Finance Act 2004, because I am under the age of 75 and one or more of the following applies:
    • I am or have been resident in the UK in the current tax year, or
      I have been resident in the UK in the previous five tax years and was a UK resident when I first joined the pension scheme, or
    • I have relevant UK earnings chargeable to income tax in the UK in the tax year, or
    • I am a crown servant or a husband, wife or civil partner of a crown servant with general earnings from overseas Crown employment subject to UK tax
  • I confirm that if an event occurs which results in me no longer being entitled to tax relief on my contributions I will tell Royal London by the later of:
    • 5 April in the tax year I am no longer entitled to tax relief
    • 30 days after the date that I am no longer entitled to tax relief

If you are not entitled to claim tax relief on your pension contributions please contact us on 0345 602 1885.

I have read the declarations above, and can confirm, to the best of my knowledge and belief that I am entitled to claim tax relief on my pension contributions.

* Indicates a required field