Applying for a pension online, without the paperwork.

How it works

• Clear sections

  Each application is split into short sections, from personal details, tax and contributions to beneficiaries, fees and signing. Applicants always see where they are and what is left.

• Progress saved as they go

  Every section is saved, so applicants can stop and pick up where they left off, on any device.

• Employers build their plan step by step

  Company details, bank account, plan information, adviser and fees, key contacts and signatories each have their own step.

• Documents requested for the plan

  The documents needed are listed for each plan and uploaded securely, with progress shown as each one is added.

• Details entered once

  A beneficiary’s address can be taken from the applicant’s own with one tap, and the most common countries sit at the top of every list.

• Review and sign

  Signing opens once every other section is complete, so applications arrive finished.

What changed