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class="site-header_dropdown-info d-none d-xl-block"> <p class="h5">Accounts</p> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Accounts <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Accounts </button> </li> <li> <a class="link" href="/intermediaries/apply-for-a-business-account">Apply for a business account</a> </li> <li> <a class="link" href="/intermediaries/apply-for-a-personal-account">Apply for a personal account</a> </li> <li> <a class="link" href="/intermediaries/intermediary-portal">Intermediary Portal</a> </li> <li> <a class="link" href="/intermediaries/literature-for-professional-advisers">Literature for Professional Advisers</a> </li> <li> <a class="link" href="/intermediaries/online-applications-forms-frequently-asked-questions">Online applications forms frequently asked questions</a> </li> </ul> </div> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <p class="h5">Useful information</p> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Useful information <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Useful information </button> </li> <li> <a class="link" href="/intermediaries/consumer-duty">Consumer Duty</a> </li> <li> <a class="link" href="/intermediaries/how-to-use-our-intermediary-portal">How to use our Intermediary Portal</a> </li> <li> <a class="link" href="/intermediaries/our-rate-changes">Our rate changes</a> </li> </ul> </div> </li> </ul> </div> </div> </li> <!-- Start primary navigation item --> <li class="site-header_primary-item site-header_item site-header--has-dropdown"> <button class="site-header_link link site-header_dropdown-toggle"> Banking support <i class="ca-chevron-down"></i> </button> <div class="site-header_dropdown"> <div class="site-header_dropdown-wrapper container-xxl"> <button class="site-header_dropdown-close d-none d-xl-flex"> <span>Close menu</span> <i class="ca-close"></i> </button> <ul class="site-header_dropdown-menu site-header--dropdown-grid list"> <li class="site-header_dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Banking support </button> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <a class="h5" href="/banking-support/account-support">Account support</a> <p></p> </div> <button 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Payments <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Payments </button> </li> <li> <a class="link" href="/banking-support/payments/changes-to-bulk-payments">Changes to bulk payments</a> </li> <li> <a class="link" href="/banking-support/payments/cheques">Cheques</a> </li> <li> <a class="link" href="/banking-support/payments/confirmation-of-payee">Confirmation of Payee</a> </li> <li> <a class="link" href="/banking-support/payments/direct-debits">Direct Debits</a> </li> <li> <a class="link" href="/banking-support/payments/foreign-payments-and-currencies">Foreign payments and currencies</a> </li> <li> <a class="link" href="/banking-support/payments/payment-services">Payment services</a> </li> <li> <a class="link" href="/banking-support/payments/standing-orders">Standing orders</a> </li> <li> <a class="link" href="/banking-support/payments/using-your-card-abroad">Using your card abroad</a> </li> <li> <a class="link" href="/banking-support/payments/visa-debit-card">VISA Debit Card</a> </li> </ul> </div> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <a class="h5" href="/banking-support/literature-and-rates">Literature and rates</a> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Literature and rates <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Literature and rates </button> </li> <li> <a class="link" href="/banking-support/literature-and-rates/account-literature">Account literature</a> </li> <li> <a class="link" href="/banking-support/literature-and-rates/financial-crime-literature-updates">Financial crime literature updates</a> </li> <li> <a class="link" href="/banking-support/literature-and-rates/interest-rates">Interest rates</a> </li> <li> <a class="link" href="/banking-support/literature-and-rates/statement-of-fees">Statement of Fees</a> </li> </ul> </div> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <a class="h5" href="/banking-support/our-service">Our service</a> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Our service <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem 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class="link" href="/fraud-and-security-centre/all-customers/keeping-yourself-secure">Keeping yourself secure</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/latest-fraud-updates">Latest fraud updates</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/one-time-passcodes-otps">One Time Passcodes (OTPs)</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/our-approach-to-reimbursing-authorised-push-payment-app-fraud">Our approach to reimbursing Authorised Push Payment (APP) fraud</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/our-approach-to-security">Our approach to security</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/take-five">Take Five</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/your-personal-data-rights-explained">Your personal data rights explained</a> </li> </ul> </div> </li> <li 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value="1075" /> <input class="site-header_search-input" id="SearchTerm" name="SearchTerm" placeholder="Search" autocomplete="off"> <button class="site-header_search-button" type="submit" aria-label="Search site"> <i class="ca-search" aria-hidden="true"></i> </button> </div> <input name="__RequestVerificationToken" type="hidden" value="CfDJ8IhEdDCzxX9Hrkumzs4aCy-8aU6n7Smv6nT8U0AY0_4NWn-hQgwUYB0WoznBepqMKhNmsqbFgX9chgobr-jEtGI6KLCS_yXUP_w3m-gj1_TqzJo5AcHD8_bVUCmQ5Djw6KxzFGmYl4ws-0aghTo7AnY" /></form> </div> </div> </header> <main id="MainContent"> <div class="block-list_header"> <section class="hero-banner hero-banner--light"> <picture class="hero-banner_image"> <source media="(min-width: 1400px)" srcset="/media/y3spypdh/family-eating-outside.png?rxy=0.5044589000073576,0.435360672165506&width=1920&height=480&v=1da22e148acef90"> <source media="(min-width: 1304px)" srcset="/media/y3spypdh/family-eating-outside.png?rxy=0.5044589000073576,0.435360672165506&width=1400&height=436&v=1da22e148acef90"> <source media="(min-width: 768px)" srcset="/media/y3spypdh/family-eating-outside.png?rxy=0.5044589000073576,0.435360672165506&width=990&height=433&v=1da22e148acef90"> <source srcset="/media/y3spypdh/family-eating-outside.png?rxy=0.5044589000073576,0.435360672165506&width=990&height=558&v=1da22e148acef90"> <img src="/media/y3spypdh/family-eating-outside.png?rxy=0.5044589000073576,0.435360672165506&width=990&height=558&v=1da22e148acef90" alt="Family eating outside"> </picture> <article class="hero-banner_content container-xxl"> <h1 class="hero-banner_title">Fixed Term Deposit Account for pensions</h1> <div class="hero-banner_intro"><p>A fixed term savings account, with a guaranteed interest rate and no access to funds until maturity.</p></div> </article> </section> </div> <nav class="breadcrumbs container-xxl py-4" aria-label="breadcrumb"> <ol class="breadcrumb"> <li class="breadcrumb-item"> <a href="/"> Home </a> </li> <li class="breadcrumb-item"> <a href="/accounts">Accounts</a> </li> <li class="breadcrumb-item"> <a href="/accounts/specialist-banking">Specialist Banking</a> </li> <li class="breadcrumb-item"> <a href="/accounts/specialist-banking/solutions-for-pensions">Solutions for pensions</a> </li> <li class="breadcrumb-item active" aria-current="page"> Fixed Term Deposit Account for pensions </li> </ol> </nav> <!-- Key facts !--> <section class="icon-list py-5" aria-labelledby="icon-list"> <div class="container-xl"> <header class="mb-lg-5 mb-3"> <h2 id="icon-list" class="h2"> Why choose a Fixed Term Deposit Account for pensions? </h2> <div class="lead rich-text-editor mt-3"> </div> </header> <div class="grid grid--2"> <ul class="icon-list_list list"> <li class="icon-list_item"> <i class="ca-lock icon icon--light"></i> You'll get a fixed interest rate for the full term of the account. </li> <li class="icon-list_item"> <i class="ca-business-banking icon icon--light"></i> You can hold your account for 1 or 2 years. </li> <li class="icon-list_item"> <i class="ca-sterling icon icon--light"></i> You'll get interest paid yearly into your term deposit. </li> <li class="icon-list_item"> <i class="ca-add-person icon icon--light"></i> You can have up to 4 account holders. </li> </ul> <aside class="icon-list_aside"> <h2>Eligibility</h2> <div class="lead rich-text-editor mt-2 mb-4"><p>Please read the section below.</p></div> <section class="accordion" aria-labelledby="accordion_header"> <div class="accordion_content "> <div class="accordion-flush" id="how-to-apply"> <article class="accordion-item"> <h2 class="accordion-header" id="accordion-header-80d98c79-f497-46e3-ad2a-d0ff4ac1efea"> <button class="accordion-button " type="button" data-bs-toggle="collapse" data-bs-target="#accordion-content-80d98c79-f497-46e3-ad2a-d0ff4ac1efea" aria-expanded="false" aria-controls="accordion-content-80d98c79-f497-46e3-ad2a-d0ff4ac1efea" data-ui-component="Accordion" data-ui-group="Eligibility" data-ui-title="You can apply if you're:"> You can apply if you're: </button> </h2> <section id="accordion-content-80d98c79-f497-46e3-ad2a-d0ff4ac1efea" class="accordion-collapse collapse show" aria-labelledby="accordion-header-80d98c79-f497-46e3-ad2a-d0ff4ac1efea" data-bs-parent="#how-to-apply"> <div class="accordion-body"> <div class="rich-text-editor"> <ul> <li>able to deposit a minimum of £25,000</li> <li>not required to make withdrawals or close your account before the fixed term ends</li> <li>a pension trustee or administrator for UK registered Pension Schemes. There must be a professional trustee or co-signer who has an existing relationship with Cater Allen</li> <li>a SIPP holder. Please apply through your SIPP provider</li> <li>18 or older and resident in the UK. If you're under 18, please contact your Junior SIPP provider.</li> </ul> </div> </div> </section> </article> <div class="icon-list_card-copy pt-4"> <p><strong>Please note:</strong><br>We may decline your application without providing a reason. Some common reasons include but aren't limited to: certain countries you're linked with, providing incomplete or limited information about yourself or the source of your funds.</p> </div> </div> </div> </section> </aside> </div> </div> </section> <!-- More Information & Interest Rates !--> <div class="bg- pt-3 pb-5 px-3" data-ui-component="accordion"> <div class="container-xxl"> <header class="title-and-intro"> <h2>Additional information & interest rates</h2> </header> <section class="accordion" aria-labelledby="accordion_header"> <div class="accordion_content "> <div class="accordion-flush" id="how-to-apply"> <article class="accordion-item"> <h2 class="accordion-header" id="accordion-header-0a0d0af0-aaf1-43dd-85e1-3ea44f6fe006"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#accordion-content-0a0d0af0-aaf1-43dd-85e1-3ea44f6fe006" aria-expanded="false" aria-controls="accordion-content-0a0d0af0-aaf1-43dd-85e1-3ea44f6fe006" data-ui-component="Accordion" data-ui-group="Additional information & interest rates" data-ui-title="More information"> More information </button> </h2> <section id="accordion-content-0a0d0af0-aaf1-43dd-85e1-3ea44f6fe006" class="accordion-collapse collapse " aria-labelledby="accordion-header-0a0d0af0-aaf1-43dd-85e1-3ea44f6fe006" data-bs-parent="#how-to-apply"> <div class="accordion-body"> <div class="rich-text-editor"> <ul> <li>We'll open your new account within 7 days. It'll be quicker if you're an existing customer, opening an account with us in the same name, as long as your circumstances haven't changed.</li> <li>Please make sure all sections of your application are complete, and you've attached the supporting documents listed within the <a rel="noopener" href="/media/kwhfaug3/customer-identification-requirements.pdf" target="_blank" title="Download our Customer identification requirements document (opens in a new window)">Customer Identification Requirements (pdf)</a> document. If anything is missing, this might cause a delay.</li> <li>Individual personal customers can view their Fixed Term Deposit Accounts online.</li> <li>Joint account customers and customers who have non-personal Fixed Term Deposit accounts can get information over the phone through our Client Service Team on <a rel="noopener" href="tel:08000923300" target="_blank" title="Call 0800 092 3300"><strong>0800 092 3300</strong></a>.</li> <li>We only accept deposits to a Fixed Term Deposit Account by electronic transfer.</li> <li>Accounts are available in pounds only.</li> <li>This account is subject to availability and may be withdrawn from sale at any time without notice.</li> <li>The interest rate you'll get is the rate that's available the date your account is opened.</li> <li>Once you have funded your account, you'll have 14 calendar days to add more money. Deposits must be paid on workings days.</li> <li>If you have more questions, please see our <a href="/banking-support/account-support/fixed-term-deposit-frequently-asked-questions" title="Go to our Fixed Term Deposit frequently asked questions page">Fixed Term Deposit frequently asked questions</a> page.</li> <li>We'll support you if you've fallen victim to a fraud. You can find out more about our approach to fraud, on our website.</li> </ul> </div> </div> </section> </article> <article class="accordion-item"> <h2 class="accordion-header" id="accordion-header-f876fd80-5e92-4f49-a8c5-6efcb4648183"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#accordion-content-f876fd80-5e92-4f49-a8c5-6efcb4648183" aria-expanded="false" aria-controls="accordion-content-f876fd80-5e92-4f49-a8c5-6efcb4648183" data-ui-component="Accordion" data-ui-group="Additional information & interest rates" data-ui-title="Funding your Fixed Term Deposit"> Funding your Fixed Term Deposit </button> </h2> <section id="accordion-content-f876fd80-5e92-4f49-a8c5-6efcb4648183" class="accordion-collapse collapse " aria-labelledby="accordion-header-f876fd80-5e92-4f49-a8c5-6efcb4648183" data-bs-parent="#how-to-apply"> <div class="accordion-body"> <div class="rich-text-editor"> <p>When your new Fixed Term Deposit account is ready to be opened, we'll let you know by email that we're ready to receive your money by electronic transfer. You'll have 31 days to pay money into your account from the day we tell you it's open. If you don't pay the initial money by this time, we'll close the account. We might ask you to reapply. Deposits must be paid on working days.</p> <p>You'll need these details:</p> <p>Sort code: 16-57-10<br>Account number: 53673440<br>Account name: Term Deposit Control Account<br>Reference: Your Fixed Term Deposit account name (this is essential so we can deposit the funds into your new account).</p> </div> </div> </section> </article> <article class="accordion-item"> <h2 class="accordion-header" id="accordion-header-41689109-6804-4a98-a2de-166c6d363fc3"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#accordion-content-41689109-6804-4a98-a2de-166c6d363fc3" aria-expanded="false" aria-controls="accordion-content-41689109-6804-4a98-a2de-166c6d363fc3" data-ui-component="Accordion" data-ui-group="Additional information & interest rates" data-ui-title="At maturity"> At maturity </button> </h2> <section id="accordion-content-41689109-6804-4a98-a2de-166c6d363fc3" class="accordion-collapse collapse " aria-labelledby="accordion-header-41689109-6804-4a98-a2de-166c6d363fc3" data-bs-parent="#how-to-apply"> <div class="accordion-body"> <div class="rich-text-editor"> <p>When your Fixed Term Deposit matures, you have a few options. </p> <ul> <li>Roll over the full amount with the interest earned, into a new 1 or 2 year Fixed Term Deposit.</li> <li>Roll over a partial amount into a new 1 or 2 year Fixed Term Deposit and withdraw the remaining balance.</li> <li>Withdraw the full amount into an account in your name.</li> </ul> <h3>What you need to do</h3> <p>We'll write to you 14 days and 30 days before your account matures with the options available. Please fill in the maturity options form. Then email it to us at <a rel="noopener" href="mailto:capbtech@caterallen.co.uk" target="_blank" title="Email capbtech@caterallen.co.uk">capbtech@caterallen.co.uk</a>. You can also send it back to us at the address on the form.</p> <p>Please tell us what you'd like to do with your maturing funds as soon as possible. This should be no later than <strong>5 working days</strong> before your maturity date. If we don't hear from you, a member of our team will also call you to discuss these options.</p> <p>You can download the maturity options form from the 'Additional important literature about your account' tab below.</p> <p>If we don't hear anything from you, we'll open you a Term Maturity Account. Then, we'll transfer the maturing funds into it the day your account matures. See our <a rel="noopener" href="/media/4lmlu0om/term-maturity-account-kfd.pdf" target="_blank" title="Download our Term Maturity Account Fact Sheet document">Term Maturity Account Fact Sheet</a> for more information about the account.</p> <h3>Adding more money</h3> <p>If you'd like to add more money, you can choose one of the roll over options above. Tell us the amount you'd like to add. You can then make a payment to us within 14 days of your current deposit account maturing.</p> <p>You can find out where to send the payment to in the 'Funding your Fixed Term Deposit' section above. <strong>Please don't pay money into your account directly</strong>.</p> <p>If your Fixed Term Deposit matures on a weekend or bank holiday, the option you choose will take effect on the next working day.</p> <h3>Withdrawing your money</h3> <p>If you'd like to withdraw part or the full amount, we'll send this to you by electronic transfer. The payment <strong>must</strong> be made to an account in the same name. A fee may be payable, please see our banking tariff for details.</p> </div> </div> </section> </article> <article class="accordion-item"> <h2 class="accordion-header" id="accordion-header-60f0e9b8-043b-43c6-8fec-ae9c1ffb92ed"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#accordion-content-60f0e9b8-043b-43c6-8fec-ae9c1ffb92ed" aria-expanded="true" aria-controls="additional-info-accordion-content-3" data-ui-component="Accordion" data-ui-group="Additional information & interest rates" data-ui-title="Interest rates"> Interest rates </button> </h2> <section id="accordion-content-60f0e9b8-043b-43c6-8fec-ae9c1ffb92ed" class="accordion-collapse collapse" aria-labelledby="accordion-header-60f0e9b8-043b-43c6-8fec-ae9c1ffb92ed" data-bs-parent="#additional-info"> <div class="accordion-body"> <div class="rich-text-editor mb-4"> <h2>Fixed Term Deposit Account for Pensions - £ pounds</h2> <div class="rich-text-editor"><p><strong>Rates available from 2 April 2025 to 1 May 2025</strong>.</p></div> <table class="table--striped mt-5 interest-rates_table w-75" aria-label="Fixed Term Deposit Account for Pensions - £ pounds"> <caption class="sr-only">Fixed Term Deposit Account for Pensions - £ pounds</caption> <thead> <tr> <th></th> <th>Balance</th> <th>Gross % p.a.</th> <th>AER % p.a.</th> </tr> </thead> <tbody> <tr> <td>12 month Term - Matures 30 April 2026</td> <td>£25,000+</td> <td>3.95%</td> <td>3.95%</td> </tr> <tr> <td>24 month Term - Matures 30 April 2027</td> <td>£25,000+</td> <td>3.65%</td> <td>3.65%</td> </tr> </tbody> </table> <div class="rich-text-editor"><p><strong>Rates may vary and are correct as at 2 April 2025.</strong></p> <p>If you put money in your account after 1 May 2025, the maturity date will be different.<strong><br></strong></p> <p>The gross rate is the interest rate we pay where no income tax has been deducted.</p> <p>AER stands for Annual Equivalent Rate and shows what the interest rate would be if we paid interest and added it to your account each year.</p> <p><strong>How is interest paid?</strong><br>Interest is paid on the 1st of the month after the funding of the account. Interest is then paid yearly into your term deposit. We'll pay interest again on the maturity date.</p></div> </div> </div> </section> </article> </div> </div> </section> </div> </div> <!-- How to apply !--> <div class="bg- py-5 px-3" data-ui-component="accordion"> <div class="container-xxl"> <header class="title-and-intro"> <h2>How to apply</h2> </header> <section class="accordion" aria-labelledby="accordion_header"> <div class="accordion_content "> <div class="accordion-flush" id="how-to-apply"> <article class="accordion-item"> <h2 class="accordion-header" id="accordion-header-6748d130-7307-4d13-b2d5-6ade12fffcb7"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#accordion-content-6748d130-7307-4d13-b2d5-6ade12fffcb7" aria-expanded="false" aria-controls="accordion-content-6748d130-7307-4d13-b2d5-6ade12fffcb7" data-ui-component="Accordion" data-ui-group="How to apply" data-ui-title="Read and save the following documents"> Read and save the following documents </button> </h2> <section id="accordion-content-6748d130-7307-4d13-b2d5-6ade12fffcb7" class="accordion-collapse collapse " aria-labelledby="accordion-header-6748d130-7307-4d13-b2d5-6ade12fffcb7" data-bs-parent="#how-to-apply"> <div class="accordion-body"> <div class="rich-text-editor mb-4"> <p>Although you should apply via your financial adviser or intermediary 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.</p> <p>To view the interest rates for this account, click on <strong>Interest rates</strong> in the '<strong>Additional information & interest rates</strong>' section above. To view all of our interest rates go to our <a href="/banking-support/literature-and-rates/interest-rates" title="Go to our Interest rates page">Interest rates</a> page.</p> </div> <div class="accordion_downloads"> <!-- Start Download --> <a href="/media/kwhfaug3/customer-identification-requirements.pdf" target="_blank" title="Download our Customer identification requirements (pdf) document (opens in a new window)" data-ui-component="DocumentListing" data-ui-group="How to apply" data-ui-type="Customer Identification Requirements" data-ui-document="Customer identification requirements" data-ui-file="customer-identification-requirements.pdf"> <article class="download"> <div class="download_icon"> <i class="ca-download icon"></i> </div> <div class="download_information"> <h3 class="download_title p">Customer identification requirements</h3> <p class="download_file-size">File size: 179.2 KB</p> </div> </article> </a> <!-- Start Download --> <a href="/media/g0nhjzry/banking-tariff.pdf" target="_blank" title="Download our Banking Tariff (pdf) document (opens in a new window)" data-ui-component="DocumentListing" data-ui-group="How to apply" data-ui-type="Additional important literature about your Account" data-ui-document="Banking Tariff" data-ui-file="banking-tariff.pdf"> <article class="download"> <div class="download_icon"> <i class="ca-download icon"></i> </div> <div class="download_information"> <h3 class="download_title p">Banking Tariff</h3> <p class="download_file-size">File size: 49.4 KB</p> </div> </article> </a> <!-- Start Download --> <a href="/media/xwonyrmp/term-deposit-fact-sheet.pdf" target="_blank" title="Download our Fixed Term Deposit Fact Sheet (pdf) document (opens in a new window)" data-ui-component="DocumentListing" data-ui-group="How to apply" data-ui-type="Account Fact Sheets" data-ui-document="Fixed Term Deposit Fact Sheet" data-ui-file="term-deposit-fact-sheet.pdf"> <article class="download"> <div class="download_icon"> <i class="ca-download 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href="/media/a2eor0fp/non-personal-terms-and-conditions.pdf" target="_blank" title="Download our Non-Personal Terms and Conditions (pdf) document (opens in a new window)" data-ui-component="DocumentListing" data-ui-group="How to apply" data-ui-type="Terms and Conditions" data-ui-document="Non-Personal Terms and Conditions" data-ui-file="non-personal-terms-and-conditions.pdf"> <article class="download"> <div class="download_icon"> <i class="ca-download icon"></i> </div> <div class="download_information"> <h3 class="download_title p">Non-Personal Terms and Conditions</h3> <p class="download_file-size">File size: 558.1 KB</p> </div> </article> </a> </div> <!-- End Download --> </div> </section> </article> <article class="accordion-item"> <h2 class="accordion-header" id="accordion-header-64f986a1-2960-4738-80a3-476d2b33460a"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#accordion-content-64f986a1-2960-4738-80a3-476d2b33460a" 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icon"></i> </div> <div class="download_information"> <h3 class="download_title p">Change of Details Form</h3> <p class="download_file-size">File size: 137.2 KB</p> </div> </article> </a> <div class="modal fade" id="protectedDocumentsModal-additional-important-literature-about-your-account-0" tabindex="-1" aria-labelledby="applyModalLabel" aria-hidden="true"> <div class="modal-dialog"> <div class="modal-content"> <div class="modal-header"> <h3 class="modal-title" id="applyModalLabel">Please read</h3> </div> <div class="modal-body "> <div class="flex rich-text-editor"> <p style="margin-bottom: 12px;">Customers with a Personal Access Code can update their UK address and contact details online, or by calling us.</p> <p style="margin-bottom: 8px;">Customers without a Personal Access Code can complete and return this form which can also be used to notify us of personal data changes including name, home address, title, telephone number, email address, country of fiscal residence or tax contributions and signature.</p> <p style="line-height: 2.1rem; margin-bottom: 8px;">- If your name has changed, please send 1 document from List 1 - Proof of identity, as noted in our Customer Identification Requirements, along with a valid, certified document as proof of change, for example Marriage/Civil Partnership, or Deed Poll Certificate.</p> <p style="line-height: 2.1rem; margin-bottom: 10px;">- If you have moved to a non-UK address, please send 1 document from List 2 - Proof of Address, as noted in the Customer Identification Requirements.</p> <p style="margin-bottom: 12px;">Please note that this form cannot be used for changes to account details, non-personal data changes, or signature mandates. In some case we may require to revert to you for additional documentation and/or forms, in order to update our records.</p> </div> <div class="mt-4 d-flex justify-content-between rich-text-editor"> <a href="/media/0ojpkis5/change-of-details-form.pdf" target="_blank" title="Download our Change of Details Form (pdf) document (opens in a new window)" class="btn btn-primary" data-ui-component="LiteratureDownloads" data-ui-group="Additional important literature about your Account" data-ui-type="Additional important literature about your Account" data-ui-document="Change of Details Form" data-ui-file="change-of-details-form.pdf" data-ui-action="Accept and download"> <span data-bs-dismiss="modal">Accept and download</span> </a> <a href="#" data-bs-dismiss="modal" data-ui-component="LiteratureDownloads" data-ui-group="Additional important literature about your Account" data-ui-type="Additional important literature about your Account" data-ui-document="Change of Details Form" 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data-ui-type="Terms and Conditions" href="/media/a2eor0fp/non-personal-terms-and-conditions.pdf" target="_blank" title="Download our Non-Personal Terms and Conditions (pdf) document (opens in a new window)"> <article class="download"> <div class="download_icon"> <i class="ca-download icon"></i> </div> <div class="download_information"> <h3 class="download_title p">Non-Personal Terms and Conditions (pdf)</h3> <p class="download_file-size">File size: 558.1 KB</p> </div> </article> </a> </div> </div> </section> </article> <div class="accordion_btns pt-4 d-lg-none"> <a class="btn" href="#">Download application pack</a> </div> </div> </div> </section> </div> <div class="block-list_footer"> <section class="banner-icon container-xxl"> <div class="banner-icon_wrapper"> <article class="banner-icon_content"> <div class="banner-icon_icon"> <i class="ca-specialist-banking icon icon--light"></i> </div> <div class="banner-icon_copy rich-text-editor"> <h2>Why choose Cater Allen?</h2> <p>We have over 200 years of experience working in the UK, aiming to deliver a high level of customer service whenever you need help.</p> <p><span class="btn"><a href="/about-us" title="Go to our About us page">Learn more</a></span></p> </div> </article> </div> </section> </div> <div class="block-list_footer"> </div> <div class="modal fade apply-online-modal" id="applyModal" tabindex="-1" aria-labelledby="applyModalLabel" aria-modal="true" role="dialog"> <div class="modal-dialog"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title" id="applyModalLabel"> Fixed Term Deposit Account for pensions : Apply Online </h5> <button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"> </button> </div> <div class="modal-body"> <div class="text-center modal_icon"> <i class="icon ca-apply"></i> </div> <div class="modal_ctas"> </div> <div class="mt-4 rich-text-editor"> </div> </div> </div> </div> </div> </main> <footer class="site-footer"> <div 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Switching off these cookies means you could see adverts from us that are less relevant to you.</div> </div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" class="btn btn-secondary" data-bs-toggle="collapse" data-bs-target="#CookieSettingsInfo">Back to info</button> <button type="button" id="btnCookieSettingsSave" class="btn btn-primary">Save my settings</button> </div> </div> </div> </div> </body> </html>