PensionMaster Forms

Open an account

You can download the forms online or we can send all the forms you’ll need by post.

Apply for a PensionMaster

Child SIPP account

You can download the forms online or we can send all the forms you’ll need by post.

Apply for a Child SIPP

Transferring a SIPP to Barclays Stockbrokers

You can transfer benefits from another registered pension scheme into a PensionMaster

Transfer a SIPP

 

Funding your account

PensionMaster Additional Contribution form
Use this form to make an additional one-off contribution or to set up regular monthly contributions by Direct Debit.

Download PensionMaster additional contribution form

Direct Debit

To make regular payments by Direct Debit.

Download PensionMaster Direct Debit form

 

Taking an income from your PensionMaster

For example if you want to start drawing benefits from your PensionMaster account as an unsecured pension, or an alternatively secured pension you should complete this form.

  USP/ASP Key Features – please ensure you read these Key Features before completing a benefits form.

PensionMaster Benefits form

 

 

To download these documents you will need Adobe Acrobat Reader. If you don't have Adobe Acrobat Reader, you can download it for free from the Adobe website.