Other pensions
We have been providing financial services to customers for over 90 years and our product portfolio has developed over that time.
As a result we have pensions that we no longer promote on our website, but we continue to support customers who hold these pensions. The Select Pension Plan is our pension product that is currently available to open.
We have put together a list of products that customers may still hold along with a brief description to help you should you need to speak to us about your pension. This list is not exhaustive, so if you aren't able to find your pension product please get in touch.
If you are an existing customer and want to find out more about a pension you already hold with us, please contact our Customer Enquiry Team by calling 0800 622 323 (option 3), completing a web form or by emailing customermail@nfumutual.co.uk. It would be helpful if you could have your plan/policy number available when you contact us.
A Personal Pension Account lets you build up a pension pot by investing in our With-Profits Fund and/or unit-linked funds.
It is not possible to open a new Personal Pension Account.
Existing regular payments can continue into the With-Profits fund and you can switch your funds into unit-linked funds if you’d prefer.
If your Personal Pension Account is invested in our unit-linked funds you can continue to make existing regular payments and add lump sums as well as switch the unit-linked funds into which your pension is invested.
Add a lump sum to your Personal Pension Account
Important documents
Key features of the Personal Pension Account [PDF: 201KB]
Fund switch, payment redirection and lifestyle switching strategy form [PDF: 142KB]
A Personal Pension Plan lets you build up a pension pot by investing in our unit-linked funds and/or With-Profits Fund.
If you hold a Personal Pension Plan you can continue to make existing regular payments and switch the funds your pension is invested into.
Important documents
Fund switch, payment redirection and lifestyle switching strategy form [PDF: 142KB]
The Group Personal Pension Plan is an employer-run plan where you build a pension pot with payments from both yourself and your employer.
If your business runs a Group Personal Pension Plan you can add new members. A new member can add lump sums, set up regular payments and switch the funds a pension is invested into.
If you are a holder of a Group Personal Pension Plan you can continue to add lump sums, make existing regular payments and switch the funds your pension is invested into.
Important documents
Key features of the NFU Mutual Group Personal Pension Plan [PDF: 198KB]
Fund switch, payment redirection and lifestyle switching strategy form [PDF: 142KB]
A Stakeholder Pension Plan lets you build a pension pot by investing in our unit-linked funds to provide retirement income.
If you hold a Stakeholder Pension Plan you can continue to make existing regular payments, add lump sums and switch the funds your pension is invested into.
Add a lump sum to your Stakeholder Pension Plan
Important documents
Key features of the NFU Mutual Stakeholder Pension Plan [PDF: 202KB]
Fund switch, payment redirection and lifestyle switching strategy form [PDF: 142KB]
The Group Stakeholder Pension Plan is an employer-run plan where you build a pension pot with payments from both yourself and your employer.
If your business runs a Group Stakeholder Pension Plan you can add new members. A new member can add lump sums, set up regular payments and switch the funds a pension is invested into.
If you hold a Group Stakeholder Pension Plan you can continue to make existing regular payments, add lump sums and switch the funds your pension is invested into.
Important documents
Key features of the NFU Mutual Group Stakeholder Pension Plan [PDF: 209KB]
Fund switch, payment redirection and lifestyle switching strategy form [PDF: 142KB]
A With-Profits Personal Pension Plan lets you build up a pension pot by investing in our With-Profits Fund.
If you hold a With-Profits Personal Pension Plan you can continue to make existing regular payments.
A Retirement Annuity Plan lets you build up a pension pot by investing in our With-Profits Fund plus some plans have valuable guarantees.
If you hold a Retirement Annuity Plan you can continue to make existing regular payments.
Executive Pensions are employer-run plans for senior employees.
If you hold an Executive Pension you can continue to make existing regular payments and switch the funds your pension is invested into.
AVCs/FSAVCs were used by people who wanted to make additional voluntary contributions in excess of those allowed by their company pension scheme.
If you hold an AVC or FSAVC you can continue to make existing regular payments and switch the funds your pension is invested into.
A Trustee Investment Plan is a pension scheme with which trustees invest pension scheme funds for the benefit of the scheme members.
To open a Trustee Investment Plan, a single payment of at least £25,000 is required.
If you hold a Trustee Investment Plan you can add lump sums and switch the funds your pension is invested into.
Important documents
Key features of the NFU Mutual Trustee Investment Plan [PDF: 161KB]