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.
If you hold a Personal Pension Account you can:
- Continue to make existing regular payments
- Increase regular payments into unit-linked funds
- Set up new regular payments into unit-linked funds
- Switch your funds, but only into our unit-linked funds
- Add a lump sum into unit-linked funds
If you hold a Personal Pension Account you can not:
- Increase your regular premiums into the With-Profits fund
- Set up new regular payments into With-Profits funds
- Add lump sums to the With-Profits fund
- Switch your funds into the With-Profits fund
It is not possible to open a new Personal Pension Account.
Top up 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
- Switch the funds your pension is invested into
It is not possible to open a new Personal Pension Plan, set up new regular payments, increase regular payments or pay in lump sums.
Important documents
Fund switch, payment redirection and lifestyle switching strategy form [PDF: 142KB]
The Group Personal Pension Scheme is employer-run and allows you to build a pension pot, with payments made by you and your employer going into your Group Personal Pension Plan.
If you are a business who already runs a Group Personal Pension Scheme, you can add new members.
Members of the scheme can:
- Add lump sums
- Continue to make regular payments
- Increase existing regular payments
- Set up regular payments
- Switch the funds a pension is invested into.
It is not possible for businesses to set up a new Group Personal Pension Scheme.
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:
- Add lump sums
- Continue to make existing regular payments
- Increase existing regular payments
- Set up new regular payments
- Switch the funds your pension is invested into.
It is not possible to open a new Stakeholder Pension Plan.
Top up 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 Scheme is employer-run and allows you to build a pension pot, with payments made by you and your employer going into your Group Stakeholder Pension Plan.
If you are a business who already runs a Group Stakeholder Pension Scheme, you can add new members.
Members of the scheme can:
- Add lump sums
- Continue to make existing regular payments
- Set up new regular payments
- Increase regular payments
- Switch the funds a pension is invested into.
It is not possible for businesses to set up a new Group Stakeholder Pension Scheme.
Add a lump sum to your Stakeholder Pension Plan
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
It is not possible to open a new With-Profits Personal Pension Plan, set up new payments, increase regular payments or pay in lump sums
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.
It is not possible to open a new Retirement Annuity Plan, set up new regular payments, increase existing regular payments or pay in lump sums.
Executive Pensions are employer-run plans for senior employees.
If you hold an Executive Pension you can:
- Continue to make existing regular payments
- Switch the funds your pension is invested into.
It is not possible to open a new Executive Pensions, set up new regular payments, increase regular payments or pay in lump sums.
AVCs/FSAVCs were used by people who wanted to make additional voluntary contributions to their company pension scheme.
If you hold an AVC you can:
- Switch the funds your pension is invested into.
It is not possible to start a new AVC or add additional funds to your AVC.
If you hold an FSAVC you can:
- Continue to make existing regular payments
- Switch the funds your pension is invested into.
It is not possible to start a new FSAVC, set up new regular payments, increase regular payments or pay in lump sums.
A Trustee Investment Plan is a pension scheme with which trustees invest pension scheme funds for the benefit of the scheme members.
It is possible to open a new Trustee Investment Plan.
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
- Switch the funds your pension is invested into.
It is not possible to make regular payments into a Trustee Investment Plan.
Important documents
Key features of the NFU Mutual Trustee Investment Plan [PDF: 161KB]
