Submit a Workplace Pension application form

For financial advisers only.

You can use this form to upload and securely submit an application or instruction form for a workplace pension plan to our servicing team.

We can accept:

  • scanned copies of signed application forms and;
  • applications that have been signed by the customer using an electronic signature (e.g. DocuSign).

Submitting applications online

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

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Submit an application form

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