You will be opening a Select Pension Plan for yourself with a single payment, before tax relief, of £.

You will be opening a Select Pension Plan for a child with a single payment, before tax relief, of £.

You have selected to invest your payment into the default fund

This is an example illustration to show the effects of charges on potential returns from the default fund. You will receive a personalised illustration based on the amount you invest:

Select Pension Example Illustration [PDF: 263KB]

More information on how funds are cleared, the pricing of units and other important information can be found in NFU Mutual My Investments Terms and Conditions:

NFU Mutual My Investments Terms and Conditions [PDF: 506KB]

Fund charges are associated with each of the funds we offer, these charges are deducted by the fund manager to cover the costs of setting up/managing their funds.

Please review the charges for the funds that your Select Pension payment will be invested into:

My Investments Guide To Charges [PDF: 216KB]

We also ask that you read the following guide to investing with NFU Mutual:

A guide to investing with NFU Mutual [PDF: 788KB]

You have selected to choose which funds your payment is invested into

This is an example illustration to show the effects of charges on potential returns from a specific fund. You will receive a personalised illustration based on the amount you invest and your chosen fund(s).

Select Pension Example Illustration [PDF: 263KB]

More information on how funds are cleared, the pricing of units and other important information can be found in NFU Mutual My Investments Terms and Conditions:

NFU Mutual My Investments Terms and Conditions [PDF: 506KB]

Fund charges are associated with each of the funds we offer, these charges are deducted by the fund manager to cover the costs of setting up/managing their funds.

Please review the charges for the funds that your Select Pension payment will be invested into:

My Investments Guide To Charges [PDF: 216KB]

We also ask that you read the following guide to investing with NFU Mutual:

A guide to investing with NFU Mutual [PDF: 788KB]

Please enter the percentage (whole numbers only) of your payment you would like to allocate to the chosen fund(s) ensuring that this totals 100% (e.g. if allocating across three funds, 33%, 33%, 34%): 

About the child

Your transaction

You will be opening a Select Pension for yourself with a single payment, before tax relief, of £.

Your transaction

You will be opening a Select Pension for a child with a single payment, before tax relief, of £.

Declaration for applicants opening a Select Pension for themselves

We ask all applicants to make the following declarations when applying for a plan.

I apply to become a member of the NFU Mutual Select Personal Pension Scheme and I agree to be bound by the Scheme rules as amended from time to time.

I agree to NFU Mutual Select Investment’s terms and conditions and to pay its fees and charges, as set out in ‘My Investments Guide to Charges’.

I have read the latest Key Investor Information Document and/or With-Profits Investor Information Document for the fund(s) I am investing in.

I agree to the contributions specified in my application.

I confirm that I am eligible to apply for this plan based on the information provided as to relevant UK earnings (normally your total taxable earnings), UK residency or other qualifying criteria.

I confirm that I have been provided with the opportunity to obtain further details and that, if I have requested such information, it has been provided to me before I completed my application. 

I declare that I have taken reasonable care that all statements made by me are true and complete. And, to the best of my knowledge and belief, the total payments to any registered pension scheme, in respect of which I am entitled to tax relief under Section 188 of the Finance Act 2004, will not exceed the higher of:  

• The basic amount for that tax year; or  
• My relevant UK earnings, within the meaning of Section 189 of the Finance Act 2004 for that tax year.  

I understand it is my responsibility to declare, on my self-assessment tax return, any contributions to registered pension schemes and I will be liable to a tax charge on any contribution in excess of the annual allowance.  

I will advise NFU Mutual Select Investments Limited, in writing, if any event occurs as a result of which I will no longer be entitled to tax relief on my contributions under Section 188 of the Finance Act 2004, by the later of:   

• The following 5 April, and 
• 30 days after the event occurs.  

I confirm any contributions paid before age 75 which are classed by HMRC as significant, will not be funded from any pension commencement lump sum paid from a registered pension scheme which would be regarded as recycling by HMRC.  

I accept that NFU Mutual Select Investments Limited reserves the right to make electronic or other checks about the source of the money being paid into this plan and may refuse to accept the contributions being proposed, or request documentation to confirm the identity of any individuals, beneficial owners, businesses or entities associated with the transaction.  

I agree to NFU Mutual Select Investments Limited deducting the amount of any scheme sanction charge, or other tax charge or fine or penalty levied by HMRC on NFU Mutual Select Investments Limited in respect of my Select Pension Plan from my pot. If the amount involved exceeds that available in my plan, I agree to pay the excess to NFU Mutual Select Investments Limited personally.  

I confirm that I will provide any information I am required by HMRC to provide to NFU Mutual Select Investments Limited in respect of my money purchase annual allowance or annual allowance.  

If this application and declaration are being made on behalf of a person:

• Who is incapable by reason of mental disorder of managing and administering his/her property or affairs; or 
• Suffering from a physical disability by reason of which he/she has difficulty executing documents in respect of the management and administration of his/her property and affairs the person making it declares that, to the best of his/her knowledge and belief, all of the information given and statements made in the application are correct and complete, and all of the declarations made in the application are correct, and undertakes the obligations falling to the applicant and they are authorised to provide the information in this form. 

They understand that they may be required to provide further information relating to their status in completing this application. They confirm if they have provided personal data, they are authorised to do so.  

I authorise NFU Mutual to make an electronic record of my application.  

I accept NFU Mutual's Privacy Policy.

Declaration for applicants opening a Select Pension for a child

We ask all applicants to make the following declarations when applying for a plan.

I apply to become a member of the NFU Mutual Select Personal Pension Scheme and I agree to be bound by the Scheme rules as amended from time to time.

I agree to NFU Mutual Select Investment’s terms and conditions and to pay its fees and charges, as set out in ‘My Investments Guide to Charges’.

I have read the latest Key Investor Information Document and/or With-Profits Investor Information Document for the fund(s) I am investing in.

I agree to the contributions specified in my application.

I confirm that I am eligible to apply for this plan based on the information provided as to relevant UK earnings (normally your total taxable earnings), UK residency or other qualifying criteria.

I confirm that I have been provided with the opportunity to obtain further details and that, if I have requested such information, it has been provided to me before I completed my application. 

I declare that I have taken reasonable care that all statements made by me are true and complete. 

I accept that NFU Mutual Select Investments Limited reserves the right to make electronic or other checks about the source of the money being paid into this plan and may refuse to accept the contributions being proposed, or request documentation to confirm the identity of any individuals, beneficial owners, businesses or entities associated with the transaction.  

I agree to NFU Mutual Select Investments Limited deducting the amount of any scheme sanction charge, or other tax charge or fine or penalty levied by HMRC on NFU Mutual Select Investments Limited in respect of my Select Pension Plan from my pot. If the amount involved exceeds that available in my plan, I agree to pay the excess to NFU Mutual Select Investments Limited personally.  

I understand that the contributions paid to the Select Pension Plan may only be returned to the member in the form of benefits payable under the rules of the plan after the member attains the age of 55 (or such later age as set by legislation at the time), or earlier if the member is in poor health. 

I have completed the application on behalf of the minor. 

I will be responsible for ensuring that, for as long as the applicant is a minor, the obligations under the plan are complied with. During this time the minor will remain the beneficial owner of the Select Pension Plan. 

I will be responsible for the contract as if I am a member of the NFU Mutual Select Personal Pension Scheme until the minor reaches the age of 18 

If this application and declaration are being made on behalf of a person:

• Who is incapable by reason of mental disorder of managing and administering his/her property or affairs; or 
• Suffering from a physical disability by reason of which he/she has difficulty executing documents in respect of the management and administration of his/her property and affairs the person making it declares that, to the best of his/her knowledge and belief, all of the information given and statements made in the application are correct and complete, and all of the declarations made in the application are correct, and undertakes the obligations falling to the applicant and they are authorised to provide the information in this form. 

They understand that they may be required to provide further information relating to their status in completing this application. They confirm if they have provided personal data, they are authorised to do so.  

I authorise NFU Mutual to make an electronic record of my application.  

I accept NFU Mutual's Privacy Policy.