Thank you for your interest in opening a pension through Chelsea.

Pension questionnaire

This a low-cost, flexible pension with access to all funds on the Chelsea Platform (over 2,500 funds). We have removed the initial fund charges for all funds. In addition, there are 0% transaction charges and no set up charge for clients of Chelsea.

The self-directed pension is provided by Platform One and is a personal pension arrangement but your point of contact will be ourselves at Chelsea.

This is an execution-only product, and therefore, we do not offer any personal investment advice.

After completing this questionnaire we will tailor your documentation and send it out to you. In the meantime, should you have any questions, please do not hesitate to contact one of our experienced and helpful members of staff on 020 7384 7300, who will be more than happy to help.

If you are looking to go into drawdown, or transfer a pension that is already in drawdown, please contact us on the number above.

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Personal details

Marital status*

Employment details

Your annual earnings*

Your annual earnings*

Source of wealth*

Source of wealth*

Aged 55, or over?

When are you planning to go into drawdown? (this could include taking your tax-free cash)

Why are you opening the account? *

When are you planning to go into drawdown? (this could include taking your tax-free cash)*
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Important Information

Please remember that the value of investments will fluctuate and returns may be less than the amount originally invested. Tax treatment depends on your individual circumstances and the pension and tax rules can change. Whilst we may draw attention to certain investment products, we cannot know which of them, if any, is best for your circumstances and must leave that judgement to you. If you are unsure about the suitability of any investment you should seek professional advice.