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

If you would like your payment to be applied differently, would like to make changes to your existing fund choices; change the bank account details that we hold for you, or check what funds you are invested in, please contact us through the following form or by calling 0800 980 8229.

Your account

Your payment

The standard annual allowance is £60,000. This means that the maximum you can pay for any one year is £48,000 and tax relief will be added to this so that your total pension contribution will be £60,000.

However, you can use unused annual allowance from the last three tax years. This is known as carry forward. If you have not used any of your annual allowance for these tax years and your earnings allow it, the maximum you can pay into a pension is £144,000. Tax relief will be added to this so that your maximum pension contribution is £180,000.

If you exceed the annual allowance, you will have to pay a tax charge on the excess.  

The maximum that you can pay into a pension using this service is £100,000. If you would like to pay in more, please call us on 0800622323.

The minimum amount you can pay into your pension through this service is £800, tax relief will be added to your payment.

About you

Contact details

Your payment will be made into your Stakeholder Pension Plan.

Before proceeding we ask that you familiarise yourself with the key features of the Stakeholder Pension Plan:

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

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

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 will be 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.

Declaration

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

• 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.  

Where to transfer your payment

Payment should be made to the following account, these will be included in the confirmation email that you will receive: 

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

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.