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How to apply

Taking out a pension is an important decision, one that in the future you will be glad you made.

Before you download and complete the application form, it is essential that you read:

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Key Features document (PDF - 0.8Mb)

This document describes the important features of the CIS Stakeholder Pension Scheme. The Financial Services Authority is the independant financial services regulator. It requires us, The Co-operative Insurance, to give you this important information to help you decide whether a CIS Stakeholder Pension Scheme is right for you. You should read this document carefully so that you understand what you are buying, and then keep it safe for future reference.

 

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Key facts about our services (PDF - 0.1Mb)

Provides you with the information about the products and services we can provide. You should use this information to decide if our services are right for you.

 

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Statement of Investment Principles (PDF - 0.1Mb)

This document gives details of the objectives, risks and risk profiles of the funds available under the CIS Stakeholder Pension. You should use this information to decide what funds are right for you.

 

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Terms and conditions (PDF - 0.15Mb)

Details the terms and conditions that you will be subject to if you take out a CIS Stakeholder Pension Scheme.

Download a copy of the CIS Stakeholder Pension application form pdf (size 0.1MB)

Please do not complete this application form if you want to transfer pension benefits from a previous pension scheme into a CIS Stakeholder Pension Plan. Instead, please call 0161 903 3352.

Complete the application form and return it to us at:

The Co-operative Investments
Pension Administrator
P O Box 4125
Manchester
M60 0WX

We do not offer any financial advice on this product but if you have any general questions please contact us on 08000 28 27 27.

If you’re an existing customer and wish to make an additional payment to your pension you can download a payment form now, alternatively you can call 08000 28 27 27 and top up over the phone.

Calls may be monitored or recorded for training and security purposes.

How to apply