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Scottish Widows Scottish Widows
 
Paying more into your pension plan  
 

Please use this page if you'd like to pay more into your plan, on the same basis as your current investment. This is often called 'topping up'.

How your payment will be invested

Your new payment will be invested in the same fund(s) as your existing investments, and in the same proportions. However, please note that we won't be able to accept additional employer contributions using this method.

If you don't want to continue on this basis, or you're unsure about the suitability of the product for your needs, please contact your financial adviser, who may make a charge. Clerical Medical hasn't given you any advice on the topping up of your pension plan.

If you'd like to go ahead, please print off and complete the application form and return it to:

Clerical Medical
PO Box 28121
15 Dalkeith Road
Edinburgh
EH16 9AS

This application form covers the following pension plans -

FutureProof Individual Pension Plan
- Key features
- Technical details and charges

Personal Pension Plan Series 3
- Key features
- Product charges Flexibility Plus
- Product charges Maturity Plus

Personal Pension Account Series 2
- Key features
- Product charges

Personal Pension Account Series 1
- Key features
- Product charges

FutureProof Individual Stakeholder Plan
- Key features
- Product charges

If you're unsure of which pension plan you have, your annual statement may help. If your plan is not covered by the application form above, or you're not sure, please phone our help line on 0345 030 6243.

Pensions are a long-term investment. The retirement benefits you receive from your pension plan will depend on a number of factors including the value of your plan when you decide to take your benefits which isn't guaranteed, and can go down as well as up. The value of your plan could fall below the amount(s) paid in.

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Issued by Scottish Widows Limited. Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 181655. These pages are intended for UK residents only.