Account details

Your payment

About you

Contact details

Where your single payment will be invested

Your payment of £ will be made into your Select Pension Plan, plan number .

Your payment will be applied proportionally across your current fund holding, which may be different to your original investment. 

Important documents

So that you are aware of the product you are paying into we ask that you familiarise yourself with the key features of the Select Pension Plan:

Key Features of the My Investments Select Pension Plan [PDF: 225KB]

If you have a My Investments account you can log in and view your current fund allocation. If you would like to speak to someone about your Select Pension Plan you can call us, 9am-5pm Monday to Friday, on 0800 622 323.

More information on how funds are cleared, the pricing of units and other important information can be found in NFU Mutual My Investments Terms and Conditions:

NFU Mutual My Investments Terms and Conditions [PDF: 506KB]

Fund charges are associated with each of the funds we offer, these charges are deducted by the fund manager to cover the costs of setting up/managing their funds.

Please review the charges for the funds that your Select Pension Plan payment will be invested into:

My Investments Guide to Charges [PDF: 164KB]

Please also familiarise yourself with the funds that your payment will be invested in by reading the appropriate Key Investor Information Document(s):

NFU Mutual Fixed Interest Fund Key Investor Information Document

NFU Mutual International Equity Fund Key Investor Information Document

NFU Mutual Mixed Portfolio 20 – 60% Fund Key Investor Information Document

NFU Mutual Mixed Portfolio 40 – 85% Fund Key Investor Information Document

NFU Mutual Mixed Portfolio Max 100% Fund Key Investor Information Document

NFU Mutual With-Profits (Risk Level 2) PN Series D1 Key Investor Information Document

NFU Mutual With-Profits (Risk Level 3) PN Series D1 Key Investor Information Document

NFU Mutual UK Equity Fund Key Investor Information Document

NFU Mutual UK Equity Income Fund Key Investor Information Document

abrdn Global Sustainable and Responsible Investment Equity Fund Key Investor Information Document

abrdn UK Real Estate Feeder Fund Key Investor Information Document

Columbia Threadneedle High Yield Bond Fund Key Investor Information Document

Jupiter UK Smaller Companies Fund Key Investor Information Document

We have provided an example illustration to show the effects of charges on potential returns from a specific fund, you will receive a personalised illustration based on the amount you invest and your current fund holding. Before proceeding please review this example illustration: 

Select Pension Example Illustration [PDF: 222KB]

Where your top up will be invested

You are making a single payment of £ into your Personal Pension Account, plan number .

If you are not invested in our With-Profits Fund your payment will be applied based on the latest instructions you have given us regarding investments in your Personal Pension Account. 

If you are invested in our With-Profits Fund, your payment cannot be added to that fund. We will contact you after your payment has been received to ascertain the alternative fund(s) you wish to invest in.

If you would like to speak to someone about your Personal Pension Account you can call us, 9am-5pm Monday to Friday, on 0800 622 323.

Important documents

So that you are aware of the product you are topping up we ask that you familiarise yourself with the key features of the Personal Pension Account:

Key Features of the Personal Pension Account [PDF: 201KB]

More information on the pricing of units and other important information can be found in your policy document. To obtain a copy of your policy document you should contact us. 

We have provided an example illustration to show the effects of charges on potential returns from a specific fund, you will receive a personalised illustration based on the amount you invest and the funds invested into. Before proceeding please review this example illustration: 

Personal Pension Account Example Illustration [PDF: 292KB]

Please also familiarise yourself with the fund(s) that your payment will be invested in by reading 'your guide to our funds':  

Your guide to our funds [364KB]

Where your top up will be invested

You are making a single payment of £ into your Stakeholder Pension Plan, plan number .

Your payment will be applied based on the latest instructions you have given us regarding investments in your Stakeholder Pension Plan.

Important documents

So that you are aware of the product you are topping up we ask that you familiarise yourself with the key features of the Stakeholder Pension Plan:

Key features of the Stakeholder Pension Plan [PDF: 202KB]

If you would like to speak to someone about your Stakeholder Pension Plan you can call us, 9am-5pm Monday to Friday, on 0800 980 8229.

More information on the pricing of units and other important information can be found in your policy document. To obtain a copy of your policy document you should contact us.

This is an example illustration to show the effects of charges on potential returns from a specific fund. You will receive a personalised illustration based on the amount you invest and the latest instructions you have given us.

Stakeholder Pension Plan Example Illustration [PDF: 299KB]

Please also familiarise yourself with the fund(s) that your payment will be invested in by reading 'your guide to our funds':  

Your guide to our funds [364KB]

You're almost done!

There are two more steps to complete your payment, please:

1. Agree to the declaration below and submit this form
2. Transfer your payment to the following account: 

Account name: NFUM Trustee Limited
Sort code: 20-83-08
Account number: 70687510
Payment reference:
Payment amount: £

Please send the payment from the bank account registered to your My Investments account to us within 5 days. If you would like to pay from another bank account, please call us before you make your payment.

If we do not receive your payment by this time we will assume you no longer wish to proceed - you won't need to take any further action.

Once received your payment will be processed within five working days.

You're almost done!

There are two more steps to complete your payment, please:

1. Agree to the declaration below and submit this form
2. Transfer your payment to the following account: 

Account name: NFU Mutual
Sort code: 20-83-08
Account number: 80651753
Payment reference:
Payment amount: £

Please send the payment from your personal bank account to us within 5 days.

If we do not receive your payment by this time we will assume you no longer wish to proceed - you won't need to take any further action.

Once received your payment will be processed within five working days.

You're almost done!

There are two more steps to complete your payment, please:

1. Agree to the declaration below and submit this form
2. Transfer your payment to the following account: 

Account name: NFU Mutual
Sort code: 20-83-08
Account number: 80651753
Payment reference:
Payment amount: £

Please send the payment from your personal bank account to us within 5 days.

If we do not receive your payment by this time we will assume you no longer wish to proceed - you won't need to take any further action.

Once received your payment will be processed within five working days.

Declaration for a Select Pension Plan that you own for yourself

We ask all plan holders to make the following declarations when making a single payment into a Select Pension Plan they own for themself:

I agree to be bound by the NFU Mutual Select Personal Pension Scheme rules as amended from time to time.

I agree to NFU Mutual Select Investments Limited’s terms and conditions, and to pay its fees and charges as set out in ‘My Investments Guide to Charges’.

I have read the latest Key Investor Information Document and/or With-Profits Investor Information Document for the fund(s) I am investing in.

I agree to the contributions specified in the application.

I confirm that I have been provided with the opportunity to obtain further details and that, if I have requested such information, it has been provided to me before I completed my application.

I declare that I have taken reasonable care that all statements made by me are true and complete.

I accept that NFU Mutual Select Investments Limited reserves the right to make electronic or other checks about the source of the money being paid into this plan and may refuse to accept the contributions being proposed, or request documentation to confirm the identity of any individuals, beneficial owners, businesses, or entities associated with the transaction.

I authorise NFU Mutual to make an electronic record of my application.

As part of this application, I accept NFU Mutual's Privacy Policy.

I confirm that I will provide any information I am required by HMRC to provide to NFU Mutual Select Investments Limited in respect of the annual allowance.

I understand that unless the member is in poor health, the benefits from this plan cannot be accessed until age 55 (57 from 2028).

I confirm that I am eligible to apply for this plan based on the information provided as to relevant UK earnings (normally total taxable earnings), UK residency or other qualifying criteria.

I understand that this application will also be used as an application for tax relief at source, and that if I give false information to HM Revenue & Customs I may be prosecuted. And, to the best of my knowledge and belief, the total payments to any registered pension scheme, in respect of which I am entitled to tax relief under Section 188 of the Finance Act 2004, will not exceed the higher of:

• The basic amount (currently £3,600) for that tax year; or
• My relevant UK earnings, within the meaning of Section 189 of the Finance Act 2004 for that tax year.

I understand it is my responsibility to declare, on my self-assessment tax return, any contributions to registered pension schemes and I will be liable to a tax charge on any contribution more than the annual allowance or money purchase annual allowance.

I will inform NFU Mutual Select Investments Limited if any event occurs because of which I will no longer be entitled to tax relief on my contributions under Section 188 of the Finance Act 2004, by the later of:

• The following 5 April, and
• 30 days after the event occurs.

I confirm any contributions paid before age 75 which are classed by HMRC as significant, will not be funded from any pension commencement lump sum paid from a registered pension scheme which would be regarded as recycling by HMRC.

I confirm that I will provide any information I am required by HMRC to provide to NFU Mutual Select Investments Limited in respect of my money purchase annual allowance.

Declaration for a Select Pension Plan that you own on behalf of a minor

We ask all plan holders to make the following declarations when making a single payment into a Select Pension Plan they own on behalf of a minor:

I agree to be bound by the NFU Mutual Select Personal Pension Scheme rules as amended from time to time.

I agree to NFU Mutual Select Investments Limited’s terms and conditions, and to pay its fees and charges as set out in ‘My Investments Guide to Charges’.

I have read the latest Key Investor Information Document and/or With-Profits Investor Information Document for the fund(s) I am investing in.

I agree to the contributions specified in the application.

I confirm that I have been provided with the opportunity to obtain further details and that, if I have requested such information, it has been provided to me before I completed my application.

I declare that I have taken reasonable care that all statements made by me are true and complete.

I accept that NFU Mutual Select Investments Limited reserves the right to make electronic or other checks about the source of the money being paid into this plan and may refuse to accept the contributions being proposed, or request documentation to confirm the identity of any individuals, beneficial owners, businesses, or entities associated with the transaction.

I authorise NFU Mutual to make an electronic record of my application.

As part of this application, I accept NFU Mutual's Privacy Policy.

I confirm that I will provide any information I am required by HMRC to provide to NFU Mutual Select Investments Limited in respect of the annual allowance.

I understand that unless the member is in poor health, the benefits from this plan cannot be accessed until age 55 (57 from 2028).

I declare that I am 18 years of age or over, and that:

• I have parental responsibility for the child, or I am a legal guardian for the child.
• The child is resident in the UK for tax purpose.

I authorise NFU Mutual Select Investments Limited (MSIL):

• To hold the child’s subscriptions and any other rights or proceeds in respect of those investments and cash; and
• To make on the child’s behalf any claims to relief from tax in respect of Pension contributions; and

I have completed the application on behalf of the minor and I will be responsible for ensuring that for as long as the child is a minor, the obligations under the plan are met. During this time the minor will remain the beneficial owner of the plan.

I declare that the total contributions to this plan and any other registered pension scheme for the child will not exceed the higher of the basic amount (currently £3,600), or 100% of the child's relevant UK earnings for the tax year.

I agree to inform NFU Mutual Select Investments Limited (MSIL) immediately if any event occurs meaning the child will no longer be entitled to tax relief for payments to this plan - for example if the child stops being a relevant UK individual - by the later of:

• The following 5 April, and
• 30 days after the event occurs.

Declaration

We ask all account holders to make the following declarations when making a single payment into an account: 

• I confirm that I am eligible to make this application based on the information provided earlier as to UK residency or other qualifying criteria. 
• I declare that my total payments payable to any registered pension scheme in respect of which I am entitled to relief under section 188 of the Finance Act 2004 (the Act) will not be more than the higher of: a) the basic amount, currently £3,600, (under section 190(4) of the Act) or b) my relevant UK earnings (under section 189 of the Act) for that tax year. 
• I agree to inform NFU Mutual in writing if any event occurs as a result of which I will no longer be entitled to tax relief for my payments to the Plan under Chapter 4 of the Act, for example, if I cease to be a relevant UK individual. I will do so by the 5 April of the tax year in which the event occurs or within 30 days of that event, whichever is the later. 
• I declare that I have taken reasonable care that the information I have given NFU Mutual in my application is, to the best of my knowledge and belief, correct and complete. I understand that it is a serious offence to make false statements and that to do so could lead to prosecution. 
• I accept that NFU Mutual reserves the right to make enquiries about the source of the funds being paid into this plan and may refuse to accept the payments being proposed, or request documentation to confirm the identity of any individuals, beneficial owners, businesses or legally established entities associated with the transaction. 

If this application and declaration is being made on behalf of a person: 

• Who is incapable by reason of mental disorder of managing and administering his/her property or affairs; or Suffering from a physical disability by reason of which he/she has difficulty executing documents in respect of the management and administration of his/her property and affairs the person making it declares that, to the best of his/her knowledge and belief, all of the information given and statements made in the application are correct and complete, and all of the declarations made in the application are correct, and undertakes the obligations falling to the applicant and they are authorised to provide the information in this form. 
• They understand that they may be required to provide further information relating to their status in completing this application. They further confirm they have read the NFU Mutual Privacy Policy which explains how personal data is processed. They confirm if they have provided personal data including sensitive personal data (such as health information) they are authorised to do so.