Target market
Application form
Key features document
Policy Provision
Anti-money laundering requirements
Customer guide to ARF and Annuity payments
Adviser product Summary guide
Target Market
Adviser product summary guide
Policy Provisions
Self-Directed Options guide
Top up form
Top up - A reminder (customer)
ARF certificate of source
Investment options guide
Product Guide
Multiple member application form (trustees winding up scheme)
Application form (SSAS trustees)
Synergy Executive Pension Rules
LCP letter of appointment for existing EPP
A guide to LCP trustee Services
Deed of resignation, appointment and amendment - existing EPP
Request to appoint LCP as trustees - existing EPP
Member booklet
Your Pension. Your Way.
Schedule 4 declaration
Key information document
Source of wealth
Existing trust declaration by authorised signatories or trustees
Your investment. Your way
Additional declaration by company as policyowner
Sharing your wealth
Setting up a bare trust
Trust deed (General)
Target market (AVCs only)
Application form (AVC only)
Preliminary Disclosure Certificate
Your investment. Your way.
Key Features
Key Information Document
Key Information Document (Funded initial commission)
Policy provisions
Anti money laundering requirements
Self directed options guide
Adviser product summary
Existing trust declaration
Additional declaration by company as policy owner
MoneyWorks CoverPlan key features (only for conversion options)
Pension Products from Standard Life
Adding a new member to an existing company pension plan
Tower, CPS and EPPlus Member booklet
Visit Fund Centre for quarterly fund factsheets
Your guide to our fund switch process
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 (policies startedpre-June 2006)
Fund switch form
Stocktrade requirements to open an account
QROPS Synergy Buy Out Bond residency declaration for payments
Guide to UK transfers
Retirement options questionnaire
SEPA direct debit mandate
Trustee training handbook
Fund Switch Form
Withdrawal instruction
Deed of appointment/retirement
Deed of appointment of beneficiary as sole trustee
Confidential insurability questionnaire
SEPA direct debit mandate for CPS, EPPlus, PRSA, PPPlus, Moneyworks
SEPA direct debit mandate for Tower, Protection and conventional 'sum assured' policies
Imputed distribution 2022
Death claim instruction (ARFs)
Retirement instruction form for company pension, buy out bond and PRSA AVC
Retirement instruction form for a QROPS buy out bond
Ill health questionnaire
Death claim instruction (savings and investments)
Death claim instruction (PP and PRSA)
Retirement instruction form (PP and PRSA)
Request to be considered as an Intermediary of Standard Life
Intermediary Terms and Conditions of Appointment
Products summary guide
Schedule 2 – commission rates up to 1 Sept 2014
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