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Scottish Widows: official pensions and investment provider.

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Stakeholder Pensions

  1. Overview
  2. In detail
  3. FAQs
  4. Apply
  5. Call back

How to apply for a Stakeholder Pension

Before you apply make sure you have read

Apply by phone

If you haven't got a financial adviser:

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
  • You need your bank or building society account details
  • You need your National Insurance Number
  • You need your employer's address (if relevant)
  • You need to have read the keyfacts about our services and costs
  • Confirm you have read the Terms and Conditions for online applications

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 the Important notes for applications document. For your own benefit and protection, please read each of the statements before you apply. Scottish Widows will rely on them when administering the contract. If you do not understand any point, please let us know.

I confirm

Apply online now

Scottish Widows have not provided you with advice. If you are not sure if this product is suitable for you, or if you are not confident about deciding how to invest, we recommend that you speak to a financial adviser.

Apply by post

  1. Download and complete the application form
  2. Send the completed form to: 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.

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