Self Select Pension Applications


Pension Portfolios

Instruction Form

A form to alter an existing pension contribution, including: lump sum top-ups, reduction & stopping regular payments and investing SIPP trustee cash

How to use our Non Advisory Pension Portal

This portal is for experienced investors wishing to open a new Stakeholder, Personal Pension or SIPP. If you are not sure you are suitably experienced, click on the 'Do I need Advice?' link on the right or request a call back and we will be in touch to offer assistance.

For SIPPs and Personal Pensions you can select your own funds or use one of our risk appropriate portfolios or use one of our low cost Tracker portfolios. Links to all options can be found on the left hand side.

We currently offer the AEGON Scottish Equitable Stakeholder Pension and you will only be able to select from their own fund range.

If you believe you are in the right area, then this is what we offer:


SIPPs (Self Invested Personal Pensions )

Personal Pension

Stakeholder Pension