Let's get you started!

Whether you're opting out of your workplace pension, taking control of your retirement directly via our SIPP... or both, we need a few quick details to help get you set up.

Personal Details

We need some personal details to verify your identify and set up your account.

TitleFull NameDate of BirthNational Insurance NumberContact DetailsAddress

Confirm the right eurikah fund for you

eurikah currently offers 3 main funds, based on how far away from retirement you are. Select the option you want your pension to move into.

eurikah Retirement Builder fund (i am 10 or more years away from my planned retirement)eurikah Retirement Consolidator fund (i am between 5-10 years away from my planned retirement)eurikah Retirement Preparation fund (I am less than 5 years away from retirement)

Switch type

We need to know whether you're switching your workplace pension, or opening a SIPP, to make sure we send you (and if required your employer) the right communications.

Opt in & transfer: I want to move my existing pension & all all future workplace contributions into the eurikah pension schemeOpt in without transfer: i want to make all future workplace contributions into the eurikah pension scheme and leave my current pension with the current providerI am opening a SIPP

Are you opting out of your workplace scheme?

If you're opening a SIPP and managing the account yourself, you can leave this section blank.

Declaration

If you're ready, so are we!

I understand and confirm that:
- Each scheme has its own rules and eligibility criteria;
- I have read and agree to the information in the appropriate scheme guide.
- As a scheme member I will pay scheme contributions.
- I confirm that I wish to join the eurikah workplace pension scheme / I confirm that i wish to open a eurikah SIPP
- If i have requested a transfer, by checking this box i confirm i want to transfer my existing pension pot to eurikah

Thank you! Your submission has been received!

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