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I operate as a sole trader or through a partnership. What kind of contributions can we make and what do you require?

A sole trader or partner can contribute into their own pension, as well an employer contribution to any employee’s pensions.

For personal contributions:

  • If the payment comes form a bank account that includes your name there are no additional requirements
  • If the payment comes from a bank account that doesn't include your name, you will also need a letter from your accountant confirming you are the sole trader and the business name
  • If the payment is from a partnership bank account, we will need a Partnership Deed and Identity Verification for all the partners.

For employer contributions:

  • If the payment comes from a bank account or partnership bank account, you will also need a letter from the HMRC confirming employer registration as well as a payslip or a letter from an accountant confirming they are employed by the partnership