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Please note asset values shown on SIPP Web are as at the valuation date indicated. Therefore, in some circumstances, may not reflect the current asset values. Any valuation to be relied upon must be verified by contacting our office.

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Home » Downloads » Brochures

Brochures

Explanatory Booklet
PDF | 2,241 KB

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A guide to the workings of SIPPs

Property Guide Booklet
PDF | 960 KB

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A guide for members looking to include property as part of their SIPP investment.

Key Features of your @sipp Self-Invested Personal Pension Plan
PDF | 311 KB

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This document outlines the main points of the SIPP and should be read in conjunction with the Explanatory Booklet.

@sipp Schedule of fees
PDF | 67 KB

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Fees in connection with the administration of the SIPP and of the investments therein.

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Completion of the following forms are required to set up a SIPP with us:

SIPP Application Pack
ZIP | 425 kb

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You will require Adobe Reader to read these files. The latest version of the application can be downloaded by clicking here.

 

Customer Service (Registered Office)
58 Elliot Street, Glasgow G3 8DZ

Telephone: 0141 204 7950
Fax: 0141 243 2257