Submit an application form

For financial advisers only.

Submitting applications online

Take a look at our application form matrix for more information about which application forms can be submitted online.

You can use this form to upload and securely submit an application form for a personal pension, self invested personal pension or an income drawdown plan to our servicing team.

We can accept:

scanned copies of signed application forms;
applications that have been signed by the customer using an electronic signature (e.g. DocuSign); and
as a temporary measure, we can also accept an unsigned copy of an application form where it hasn't been possible to get a wet signature from the customer, due to the Coronavirus pandemic. This must be submitted along with an email from the customer, 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 your clients. The completed application form must also be an attachment in the confirmation email from the customer.

Here’s some instructions on how to complete the online form.

Submit an application form

* Indicates a required field

1. Adviser firm details

Personal information collected on this form will be used to administer the application you're submitting. 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.

Name of adviser firm *

Adviser's full name *

Adviser's email address*

Telephone number (optional)

FCA reference number

Royal London agency number This is the agency number the plan will be keyed under

2. Details of application

What type of plan does the application/instruction form relate to? *

Client's email address *

Upload client application form * The maximum file size is 20MB

Choose a file…

Application reference This reference will be quoted in an acknowledgement email when you submit the application

Upload accompanying documentation You can select more than one file at the same time. You can upload a maximum of 20MB at once, regardless of the number of files

Choose a file…

Comments/instructions

3. Declaration

I confirm that:

I am authorised by my client to submit this application and supporting documentation to you, via this medium, on their behalf; and
in submitting this application, I have complied with my obligations under Royal London's terms of business [PDF - 0.2MB] and agree to be bound by the same in respect of this application.

I agree *

Recaptcha *

* Indicates a required field