FSB Application Form

It's as Easy as A B C...

To begin your application process, follow these three simple steps:

A – complete your APPLICATION Form Below

BBOOK your telephone appointment

CComply with the Workplace Pensions Legislation


In order to complete the application form, you will need to have the following information available:

  1. Your staging date
  2. The number of eligible employees you are likely to enrol
  3. Your FSB membership number
  4. A memorable date of an event that you’ll need to use for the security questions


Please click on the links in bold at the bottom of the form to view the individual Terms and Conditions documents.

Please note: By completing this application form, you are starting the process of applying for your FSB Workplace Pension. If you are not ready yet to start your application, have any questions or require any further information first, please contact our team on 0808 100 1613.

All fields are mandatory unless stated.

Company Details

Business Name *
Address line 1 *
Address line 2
City *
County *
Postcode *
FSB Membership Number *
No. of Employees *
PAYE Reference Number *
Membership Adviser Name (If known)
Membership Adviser Number (If known)
Introducer Code (If applicable)
TPR Letter Code (If known)
How did you find us
Staging Date *

Primary Contact Details

Title *
First Name *
Surname *
Email *
Telephone *
Place of Birth *
Mothers Maiden Name *
Memorable Event *
Memorable Date *

I confirm that I have read the Terms and conditions of the FSB Workplace Pension
I confirm that I have read the Legal & General Terms of Business, Charges and Service Offering
I confirm that I have read and can agree the Legal & General Terms and Conditions of WorkSave Pension Plan for Auto Enrolment
I confirm that I have read and can agree the Legal & General Terms and Conditions of Online Services and wish to use Legal & General’s online services
I am authorised to set up a pension scheme on behalf of the company and I agree that FSB Pension Services are permitted to conduct the application process on the company's behalf
The information I have provided is accurate to the best of my knowledge

Data Protection

We collect information about you to process and administer your application. You have the right to ask us for a copy of the information we have about you. It’s important for you to know how we use the information we collect in your application. To learn more about how we use your personal information we strongly recommend you read our Data Protection Policy
I confirm that I have selected the FSB Workplace Pension on the basis of the information that I have been supplied with and that I have not received any specific advice as to its suitability from IFS Employee Benefits LLP, Legal & General, or the FSB
I also confirm that it is my responsibility for ensuring that I comply with my employer duties under the Pension Act 2008.