

A versatile current account for pension trustees, scheme administrators and authorised pension scheme practitioners, available in pounds.
Read moreAvailable to pension trustees and administrators for UK registered Pension Schemes where there is a professional trustee or co-signer who hold an existing relationship with Cater Allen.
Apply via your pension provider.
Account holders must be 18 or older and be resident in the UK permanently.
All Cater Allen current accounts are subject to status.
This account is subject to availability and may be withdrawn from sale at any time without notice.
Rates may vary and are correct as at 25 April 2022. Interest rates are variable and tiered. Interest is calculated daily and credited monthly.
Balance | Rates up to and including 24 April 2022 (Gross % p.a.) | Rates up to and including 24 April 2022 (AER % p.a.) | Rates from 25 April 2022 (Gross % p.a.) | Rates from 25 April 2022 (AER % p.a.) |
---|---|---|---|---|
£500,000+ | 0.10% | 0.10% | 0.25% | 0.25% |
£100,000+ | 0.05% | 0.05% | 0.15% | 0.15% |
£0+ | 0.01% | 0.01% | 0.05% | 0.05% |
Although you should apply via your pension provider we have provided the relevant documentation required for an application. It's important that you fully understand the account, interest rates and the relevant Terms and Conditions before submitting an application.
View the interest rate for the account you would like to apply for
FSCS Information Sheet and Exclusions List
Size: 1.7MB
Banking Tariff
Size: 39.7KB
Reserve Account For Pensions Fact Sheet
Size: 797.5KB Last updated: 25 April 2022
If you are a prospective customer, or you are an existing customer and have been informed the changes have gone live for your account, please download this version of the Reserve Account for Pensions Fact Sheet, otherwise click the Accept and download button. If you are not sure if the changes have gone live for your account, you can find out here.
Non-Personal Terms and Conditions
Size: 1.3MB
If you are a prospective customer, or you are an existing customer and have been informed the changes have gone live for your account, please download this version of the Non-Personal Terms and Conditions, otherwise click the Accept and download button. If you are not sure if the changes have gone live for your account, you can find out here.
Customer identification requirements
Size: 63.7KB Last updated: 4 May 2022
Please contact your pension provider to discuss opening the account and completing an application form.
If you don't have a pension provider, please contact us on capbcet@caterallen.co.uk to discuss your options.
Once your pension provider has sent in your application, it will usually be processed within 5 days of us receiving it, as long as the application form is completed correctly and accompanied by all required documents. Application forms we receive which are incorrect or incomplete will be automatically returned.
Reserve Account For Pensions Fact Sheet
Size: 797.5KB Last updated: 25 April 2022
If you are a prospective customer, or you are an existing customer and have been informed the changes have gone live for your account, please download this version of the Reserve Account for Pensions Fact Sheet, otherwise click the Accept and download button. If you are not sure if the changes have gone live for your account, you can find out here.
Customer identification requirements
Size: 63.7KB Last updated: 4 May 2022
Small Self-Administered Pension Scheme (SSAS) application form
Size: 301.8KB
Please note our Term Deposit Accounts are no longer on sale although they are still appearing on our application forms. Please do not tick to open a Term Deposit Account as we won't be able to action this.
A guide to your Account
Size: 4.0MB
If you are a prospective customer, or you are an existing customer and have been informed the changes have gone live for your account, please download this version of 'A Guide to your Account', otherwise click the Accept and download button. If you are not sure if the changes have gone live for your account, you can find out here.
Banking Tariff
Size: 39.7KB
FSCS Information Sheet and Exclusions List
Size: 1.7MB
A guide to our complaints procedure
Size: 32.0KB
Helping you manage your non-personal account
Size: 46.3KB
International payment request form
Size: 58.8KB
Standing order mandate
Size: 28.9KB
If you are a prospective customer, or you are an existing customer and have been informed the changes have gone live for your account, please download this version of the Standing order mandate, otherwise click the Accept and download button. If you are not sure if the changes have gone live for your account, you can find out here.
Non-Personal Terms and Conditions
Size: 1.3MB
If you are a prospective customer, or you are an existing customer and have been informed the changes have gone live for your account, please download this version of the Non-Personal Terms and Conditions, otherwise click the Accept and download button. If you are not sure if the changes have gone live for your account, you can find out here.
Internet Banking Terms and Conditions
Size: 31.1KB
If you are a prospective customer, or you are an existing customer and have been informed the changes have gone live for your account, please download this version of the Internet Banking Terms and Conditions, otherwise click the Accept and download button. If you are not sure if the changes have gone live for your account, you can find out here.
Renewal Mandate for Small Self-administered Pension scheme
Size: 318.7KB
Please ensure you complete all the questions in this mandate. Any incomplete forms will be returned and delay your request.
We have over 200 years of experience working in the UK, aiming to deliver a high level of customer service whenever you need help.
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