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. This is called 'topping up'.
If you're not sure which pension plan you have, your annual statement may help.
If your plan is listed below and you just want to pay more money in, print off and complete the Application Form (PDF, 182KB). Your new payment will be invested in the same fund(s) as your existing pot, and in the same proportions. This form can’t be used to make other changes to your plan like change how your plan is invested or to pay in additional employer contributions.
If your plan is not listed below, or if you want to make other changes to your plan, please phone our help line on 0345 788 3333.
Clerical Medical hasn't given you any advice on the topping up of your pension plan.
If you want advice on what changes you should make to your plan or if you're not sure that your plan is still suitable for your needs, please contact your financial adviser, who will make a charge.
This application form covers the following pension plans:
FutureProof Individual Pension Plan
Personal Pension Plan Series 3
- Key features (PDF, 168KB)
- Product charges Flexibility Plus (PDF, 601KB)
- Product charges Maturity Plus (PDF, 56KB)
Personal Pension Account Series 2
Personal Pension Account Series 1
FutureProof Individual Stakeholder Plan
Once completed, return the application form to:
PO Box 24165
69 Morrison Street
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.