Submit an employee authorisation form

For Financial Advisers only.

You can use this form to upload and securely submit a group personal pension or group stakeholder pension plan employee authorisation form to our servicing team.

We can accept:

  • scanned copies of signed authorisation forms;
  • authorisation forms that have been signed by the employee using an electronic signature (e.g. DocuSign); and
  • as a temporary measure, we can also accept an unsigned copy of an authorisation form where it hasn't been possible to get a wet signature from the employee, due to the Coronavirus pandemic. This must be submitted along with an email from the employee, as accompanying documentation, confirming that they're happy to go ahead with the application.

To make it easier for you, we've created some standard wording (opens in a new window) that must be included in the confirmation email from the employee. The completed authorisation form must also be an attachment in the confirmation email from the employee.

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Submit an employee authorisation form

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