Products for spouses and partners of Oracle employees

If you’re a spouse or civil partner of an employee, or if you’re unmarried and a long-term partner who lives at the same address as an employee you may be able to use our products to save for your future. This might be in a pension, an Individual Savings Account (ISA) or an Investment Account.

The following application is for a pension and if you are eligible we will set you up with a pension product. We need to do this so we can set up an account for you but you don’t have to make any contributions to the pension plan we set up if you don’t want to. You may also be eligible to apply for an Individual Savings Account (ISA) and an Investment Account, so once we’ve set up your pension, you’ll be able to apply for these through your pension account.

You can find more information about the pension product within our Terms and Conditions and Key Features.

Step 1 - Declaration

Before you start, please confirm that all of the following apply to you.

I live in the UK, or I am a Crown servant, (Crown Servant is someone who lives overseas and works for and is paid by the UK Government).
I’m not over 75.
I am not already a member of the pension scheme.
I am a partner or spouse of an existing employee and we live at the same address.
I have read the Key Features of the Scottish Widows Retirement Saver, the Scottish Widows Retirement Saver terms and conditions, and the Guide to pension tax.
I wish to apply to be a member of the Scottish Widows Personal Pension (No.1S) Scheme. I understand that Scottish Widows will administer the Scheme in accordance with the Scheme rules as amended from time to time, and the Scheme rules and Scottish Widows Retirement Saver terms and conditions will apply to my plan.
I will notify Scottish Widows in writing within 30 days, or within 30 days of the end of the tax year in which the event occurs, if later, if

- I stop living in the UK, or I am no longer a Crown servant or the spouse/civil partner of a Crown servant

- there are changes to the information contained within this application form which means the information previously provided is no longer true

- I am no longer entitled to receive tax relief.

I agree that if the basic rate of tax changes, Scottish Widows will amend the amount collected, but only to the extent necessary to maintain the total payment. Total payments by me in any tax year will not exceed the higher of £3,600, and my relevant UK earnings.

If you can’t confirm the above, these products are not right for you.

I have read and accept the declarations above.

Confirm

Step 2 - You and your spouse or partner’s details

If you’d like to set up one of our products, you can get started now by giving us a few personal details.

We’ll use these details to check your identity. If you’d like to know how we’ll use and store this information, you can find our data privacy statement in appendix 1 of our Terms and Conditions.

Your details:

Title

First name

Surname

National Insurance number

Date of birth

Day

Month

Year

Gender

Male

Female

Details of your spouse or partner who is an employee:

Title

First name

Surname

National Insurance number

Membership number (ZU number)

Date of birth

Day

Month

Year

Step 3 - Your contact details

Let us know how we can get in touch.

Mobile (or landline if you prefer)

Please give us the home address for you and your spouse or partner.

Please note, we may use this to get in touch with you about your request.

House name or number

Street

Town /city

County

Postcode

When you sign up for our products, we have to check your identity with a credit reference agency. This helps to prevent against fraud. If we need more details to do this, we'll let you know.

Step 4 – Confirm Application

If you are applying to open a product with us, we will check your eligibility.

If you are eligible, we will open a pension plan for you. We need to do this so we can set up an account for you but you don’t have to make any contributions to the pension plan we set up if you don’t want to.

We will then send you a welcome pack with details of how to login to our secure member portal, from where you can begin contributing to your pension and/or open an ISA or Investment Account.

If you are not eligible we will notify you by email.

I authorise Scottish Widows to use the information I have provided to establish a Scottish Widows Retirement Saver on my behalf.

Authorise

I confirm that everything stated in this form and any other written statements which I make to Scottish Widows is, to the best of my knowledge, true and complete. If I provide any incorrect information in this application, or if I fail to comply with any aspect of it, I accept responsibility in respect of the losses, expenses and claims which Scottish Widows may incur.

Confirm

Our Data Privacy Notice

Your Data Protection is very important to us, and it is important that you understand how the personal information you give us will be used. Therefore, we strongly advise that you read our privacy notice, which you can find at www.scottishwidows.co.uk/legalprivacy or you can ask us for a copy.

Submit