How to apply

Apply for a Stakeholder Pension today

There are a number of different ways you can apply for a Stakeholder Pension.

We are not providing advice on this site and if you have any queries as to whether this product is suitable for you, please contact your financial adviser.

Different ways you can apply

Apply Online and get 20% off our Stakeholder Pension annual fund charge
Talk to us about Stakeholder 0845 845 1004*
Request a call back
Download an application form and post to us at:

Scottish Widows, Direct Sales Force
15 Dalkeith Road,
Edinburgh EH16 5BU

Apply through a Financial Adviser

Tax Year End cut-off date

If you require a payment to be made in the 2009/2010 Tax Year, your online application must be with us by noon on Wednesday 17 March 2010. This is to allow 10 days for the Direct Debit to be collected and the Easter bank holiday weekend.

Paper applications and payments must be with the Scottish Widows Client Services division by noon on Thursday 1 April 2010. Any paper applications and payments received after this cannot be applied in the 2009/10 Tax Year period.

Apply online and get 20% off our Stakeholder Pension annual fund charge

To apply online,

you must be the account holder
you must be over 18 years old or 16 and employed.
regular payments will need to be by Direct Debit

Otherwise you can apply by downloading a printed application and sending it into us by post at the following address:

Scottish Widows, Direct Sales Force
15 Dalkeith Road,
Edinburgh EH16 5BU

Please note that we cannot accept Direct Debit Mandates from 3rd party bank accounts such as employers without additional declarations of authority and a signed Direct Debit Mandate

You will need:

Your bank or building society account details
Your National Insurance Number
Your employer’s address (if relevant)

Keyfacts about our services and costs

This contains key facts, including the type of products we offer, who regulates us and who to complain to if you have a problem.

(PDF)

I have read, understood and agree to, each of the statements included on the Important notes for applications document.

Applying by Post

You can request an application form by calling 0845 845 1004, which you can then complete and return to us by post.

You must ask for an application form for minors and apply by post if you are under 16 years of age, or under 18 and not in employment.

Please note, you can’t receive the 20% discount on the annual management charge if you apply by post.

Are you employed?

Please note: if you are employed, we recommend you consult your employer about whether there is a company pension scheme you can join before you make a final decision on a private Stakeholder Pension.

Contact us

Feel free to Contact us if you have any questions about applying for a Stakeholder Pension. Or if you would like, you can find a Financial Adviser.

If you are an employer

You can now designate Scottish Widows as your Stakeholder provider using our online form.

FAQs