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Adviser instructions authorisation form

You’ll need to complete this authorisation form if you have an Individual pension plan (excluding Executive Pension Plan) with Royal London and you would like us to accept instructions from your financial adviser on your behalf.

* Indicates a required field

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1. Your details

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.

Personal information
Title *
Please enter your first name as it appears on your account.
You will find this on your statement or policy documents
You will find this on your National Insurance card, benefit letter, payslip or P60
Please use the format DD/MM/YYYY
This is the email address we'll use to set up your online account. We'll also use it to send you updates about your policy.
Address

2. Financial adviser’s details

Please complete this section with details of your financial adviser.

3. Declaration

Please read this section and confirm that you agree.

I, the planholder, authorise Royal London to accept instructions on my behalf from the financial adviser and any subsequent financial adviser appointed by me. I understand that Royal London is entitled to treat reasonable instructions regarding my plan (including but not limited to instructions to change the way my plan’s funds are invested) received from the financial adviser and any subsequent financial adviser appointed by me as though such instructions were made by me direct, and that accordingly Royal London cannot be held responsible for the consequence of reliance upon such instructions.

If at any later date I no longer wish the financial adviser to be authorised to provide instructions, I will advise Royal London in writing, and acknowledge that the authorisation given will remain effective until that revocation has been received by Royal London, or until such later date as I shall specify.

Please confirm you have read and agree with the above declaration *

* Indicates a required field