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.

​

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.

This is the agency number the plan will be keyed under

2. Details of application/instruction form

The maximum file size is 10MB
This reference will be quoted in an acknowledgement email when you submit the application
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

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 - 0.6MB] and agree to be bound by the same in respect of this application.

* Indicates a required field