Application form
Key features document
Policy Provision
Anti-money laundering requirements
Annuity and approved retirement funds - Your options explained
Customer guide to ARF and Annuity payments
Adviser product Summary guide
Application form (ARF and/or AMRF)
Product guide
Adviser product summary guide
Policy Provisions
Self-Directed Options guide
Anti-money laundering requirements PDF
Flexible and clear pricing terms - Synergy IB and ARF
Adviser Top up checklist
ARF certificate of source
Investment options guide
Information on top ups to Synergy policies pre 1/9/14
Application by trustees for multiple members from a scheme in wind up
Financial adviser guide
Guide to UK transfers
Flexible and clear pricing terms - Synergy BOB
Customer Guide to investing in a Synergy Buy Out Bond
Application by trustees of a self-administered scheme
Anti-money laundering requirement
Flexible and clear pricing terms - Synergy EP and PP
Helping women save for retirement – customer guide
Revenue maximum pension contribution rates
Trustee training handbook
Existing trust declaration by authorised signatories or trustees
Synergy Investment Bond campaign flyer
Sample customer letter for direct mail campaigns from your business
Additional declaration by company as policyowner
Flexible and Clear pricing terms - Synergy EP and PP
Customer guide to Synergy PRSA
Preliminary Disclosure Certificate
Synergy PRSA AVC for medical professionals
Supplementary Questionnaire for Vested Synergy PRSA
Pension Products from Standard Life
Adding a new member to an existing company pension plan
Visit Fund Centre for quarterly fund factsheets
Product and funds trading
Fund range - Personal Pension Plus
Fund range - Personal Pension Plan policy numbers beginning 1 or 9
Fund range - Personal Pension Plan policy numbers beginning 20000
Fund range - PRSA policy numbers beginning 203, 204 and 205
Fund range - Corporate Pension Series
Fund range - Executive Pension Plus
Fund range - Capital Investment Bond and other net policies started before 1999
Fund range - MoneyWorks Plan gross
Fund range - MoneyWorks Plan net
Fund range - MoneyWorks Bond gross
Fund range - MoneyWorks Bond net
Fund range - Prosperity Bond gross
Fund range - Tower Pension Series
Fund range - Approved retirement funds policy numbers beginning 7004 and 7005
Fund range - Synergy Investment Bond or ARF/AMRF (policies started pre-June 2006)
Fund switch form
Stocktrade requirements to open an account
QROPS Synergy Buy Out Bond residency declaration for payments
SEPA direct debit mandate
Company pension retirement options questionnaire
Fund Switch Form
SEPA direct debit mandate for CPS, EPPlus, PRSA, PPPlus, Moneyworks
SEPA direct debit mandate for Tower, Protection and conventional 'sum assured' policies
Confidential insurability questionnaire
Retirement instruction form for company pension, buy out bond and PRSA AVC
Your guide to retirement options (PP and PRSA)
Retirement instruction form (PP and PRSA)
Ill health questionnaire
Request to be considered as an Intermediary of Standard Life
Intermediary Terms and Conditions of Appointment
Standard Commission rates - Schedule 2
