Paying More Into Your Pension
If you already have a Clerical Medical personal pension or individual stakeholder pension plan, you may be able to pay more into your plan. We call this 'topping up'.
If you're not sure which pension plan you have, your annual statement may help.
If we've listed your plan below and you only want to pay more money in, print off and complete the Application Form (PDF, 182KB). Your payment will be invested in the same funds your plan is invested in at the moment, and in the same proportions.
If we've not listed your plan below, or if you want to make any other changes, please call us on 0345 788 3333.
Clerical Medical can't give you any advice about making a change to your pension plan. If you'd like advice before making a change, please speak with your financial adviser. If you don't have an adviser, you can find one at unbiased.co.uk An adviser will normally charge for this advice.
This application form covers the following pension plans:
FutureProof Individual Pension Plan
- Key features (PDF, 168KB)
- Technical details and charges (PDF, 774KB)
Personal Pension Plan Series 3
- Key features (PDF, 168KB)
- Product charges Flexibility Plus (PDF, 55KB)
- Product charges Maturity Plus (PDF, 56KB)
Personal Pension Account Series 2
- Key features (PDF, 168KB)
- Product charges (PDF, 59KB)
Personal Pension Account Series 1
- Key features (PDF, 168KB)
- Product charges (PDF, 620KB)
FutureProof Individual Stakeholder Plan
- Key features (PDF, 1MB)
- Product charges (PDF, 577KB)
You can send your application form to:
Clerical Medical
PO Box 24165
69 Morrison Street
Edinburgh
EH3 1HD
Pensions are a long-term investment. The retirement benefits you receive from your pension plan will depend on a number of factors. This includes 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 amounts paid in.