See the forms you’re looking for below. If you can’t find what you need, please contact us.
SIPP Application Form – for clients of Financial Advisers
This application form requires to be completed and signed by each new SIPP applicant.
This application form requires to be completed and signed by each new SIPP applicant.
SIPP Application Form – for direct clients
This application form requires to be completed and signed by each new SIPP applicant.
This application form requires to be completed and signed by each new SIPP applicant.
Transfer In Form
This requires to be signed by the Member and gives details of any existing pension policy which the Member wishes to transfer into their SIPP.
This requires to be signed by the Member and gives details of any existing pension policy which the Member wishes to transfer into their SIPP.
SSAS Employer Questionnaire (Scheme Takeover)
This questionnaire requires to be completed by the employer where they wish to appoint @sipp to take over the administration of an existing SSAS.
This questionnaire requires to be completed by the employer where they wish to appoint @sipp to take over the administration of an existing SSAS.
SSAS Employer Questionnaire (New Scheme)
This questionnaire requires to be completed by the employer where they wish to appoint @sipp to establish and administer a new SSAS.
This questionnaire requires to be completed by the employer where they wish to appoint @sipp to establish and administer a new SSAS.
SSAS Member Questionnaire and Trustee Declaration (New Scheme)
This questionnaire requires to be completed and signed by each new SSAS applicant.
This questionnaire requires to be completed and signed by each new SSAS applicant.
SSAS Member Questionnaire (Scheme Takeover)
This questionnaire requires to be completed and signed by existing members where @sipp are to take over the administration of the SSAS.
This questionnaire requires to be completed and signed by existing members where @sipp are to take over the administration of the SSAS.
SSAS Transfer In Form
This requires to be signed by the Member and gives details of any existing pension policy which the Member wishes to transfer into their SSAS.
This requires to be signed by the Member and gives details of any existing pension policy which the Member wishes to transfer into their SSAS.
Solo SIPP and Solo SIPP + Key Features
This document outlines the main points of the Solo SIPP, or Solo SIPP +, and should be read in conjunction with the Terms and Conditions, Fee Schedule and Permitted Investment Schedule.
This document outlines the main points of the Solo SIPP, or Solo SIPP +, and should be read in conjunction with the Terms and Conditions, Fee Schedule and Permitted Investment Schedule.
Collective SIPP Key Features
This document outlines the main points of the Collective SIPP and should be read in conjunction with the Terms and Conditions, Fee Schedule and Permitted Investment Schedule.
This document outlines the main points of the Collective SIPP and should be read in conjunction with the Terms and Conditions, Fee Schedule and Permitted Investment Schedule.
Full SIPP Key Features
This document outlines the main points of the Full SIPP and should be read in conjunction with the Terms and Conditions, Fee Schedule and Permitted Investment Schedule.
This document outlines the main points of the Full SIPP and should be read in conjunction with the Terms and Conditions, Fee Schedule and Permitted Investment Schedule.
Fee Schedule
Fees in connection with the administration of the SIPP and of the investments therein.
Fees in connection with the administration of the SIPP and of the investments therein.
Terms and Conditions
The finer details which apply to our SIPP products.
The finer details which apply to our SIPP products.
Permitted Investments Schedule
A summary of investments permitted under our SIPP scheme.
A summary of investments permitted under our SIPP scheme.
Service Level Standards
An itemised list of our processing timescales.
An itemised list of our processing timescales.
SSAS Key Features
This document outlines the main points of the SSAS and should be read in conjunction with the Fee Schedule.
This document outlines the main points of the SSAS and should be read in conjunction with the Fee Schedule.
SSAS Fee Schedule
Fees in connection with the administration of the SSAS and of the investments therein.
Fees in connection with the administration of the SSAS and of the investments therein.
A Guide to Loanback from your SSAS
This guide highlights the requirements and process where a SSAS wishes to make a loan to its sponsoring employer.
This guide highlights the requirements and process where a SSAS wishes to make a loan to its sponsoring employer.
Additional Contribution Application Form
This form should be used when an additional contribution is to be made to an existing SIPP.
This form should be used when an additional contribution is to be made to an existing SIPP.
Records of Payments Due
This form requires to be completed by employers paying contributions on behalf of a Member.
This form requires to be completed by employers paying contributions on behalf of a Member.
Key Features – Income Drawdown & UFPLS Options
This document gives important information to help you to decide whether our the income drawdown or UFPLS option of your Solo, Collective or Full SIPP is right for you.
This document gives important information to help you to decide whether our the income drawdown or UFPLS option of your Solo, Collective or Full SIPP is right for you.
Benefit Payment Form – for clients of Financial Advisers
The Benefit Payment Form must be completed when Members wish to draw a benefit from their SIPP.
The Benefit Payment Form must be completed when Members wish to draw a benefit from their SIPP.
Alteration to Income Form – for clients of Financial Advisers
This form should be used when a Member wishes to make an alteration to their pension income in payment.
This form should be used when a Member wishes to make an alteration to their pension income in payment.
Key Features – Income Drawdown & UFPLS Options
This document gives important information to help you to decide whether our the income drawdown or UFPLS option of your Solo, Collective or Full SIPP is right for you.
This document gives important information to help you to decide whether our the income drawdown or UFPLS option of your Solo, Collective or Full SIPP is right for you.
Initial Benefit Request – for direct clients
This initial form should be used when members wish to establish drawing benefits from their SIPP, draw or vary income from an existing drawdown fund or switch from capped drawdown to flexi-access drawdown.
This initial form should be used when members wish to establish drawing benefits from their SIPP, draw or vary income from an existing drawdown fund or switch from capped drawdown to flexi-access drawdown.
Standing Order Mandate
This standing order should be completed by Members and employers who wish to make regular contributions. This can also be used to collect rental payments.
This standing order should be completed by Members and employers who wish to make regular contributions. This can also be used to collect rental payments.
Expression of Wishes Form
This form should be used where the Member wishes to update their expression of wishes in relation to death benefits.
This form should be used where the Member wishes to update their expression of wishes in relation to death benefits.
@SIPP Factsheet 1 – The pros and cons of property investment
The basics of who is involved in a purchase of commercial property using a SIPP or SSAS and what process to expect.
The basics of who is involved in a purchase of commercial property using a SIPP or SSAS and what process to expect.
@SIPP Factsheet 2 – How to purchase a commercial property
The solution to purchasing a freehold title where a residential property is placed above or below a commercial one.
The solution to purchasing a freehold title where a residential property is placed above or below a commercial one.
@SIPP Factsheet 3 – How does a syndicate SIPP work
A simple explanation of how multiple SIPP members can pool assets to acquire larger assets, such as commercial property, jointly in a syndicate arrangement.
A simple explanation of how multiple SIPP members can pool assets to acquire larger assets, such as commercial property, jointly in a syndicate arrangement.
@SIPP Factsheet 4 – How to purchase a mixed use property
A detailed list of the core positives and negatives of owning commercial property in a pension arrangement.
@SIPP Factsheet 5 – How to borrow from a connected party
An easy-to-follow explanation of the key rules to follow where a connected party (the pension member or their business), acts as lender to a SIPP or SSAS for the purpose of acquiring a commercial property.
@SIPP Factsheet 6 – How to develop a commercial property
An overview of the key steps, considerations and requirements for members considering development of commercial property within a SIPP or SSAS.
An overview of the key steps, considerations and requirements for members considering development of commercial property within a SIPP or SSAS.
@SIPP Factsheet 7 – Using a SSAS to provide funding to a business
How to setup a loan between the scheme and sponsoring employer. Includes the key tests/rules that must be met.
How to setup a loan between the scheme and sponsoring employer. Includes the key tests/rules that must be met.
@SIPP Factsheet 8 – Why choose SSAS
A detailed list of the key benefits of using SSAS, and who are the key parties involved in running a scheme.
A detailed list of the key benefits of using SSAS, and who are the key parties involved in running a scheme.
@SIPP Factsheet 9 – SSAS Takeovers – How to switch providers
How to move a scheme by removing an existing SSAS administrator/provider and replacing them with a new one.
Property Guide
A guide for members looking to include property as part of their SIPP investment.
A guide for members looking to include property as part of their SIPP investment.
Property Questionnaire
This form requires to be completed when a Member(s) are proposing a property purchase or transfer using their SIPP. The form requires full details of the proposal and requires to be signed by the Member(s).
This form requires to be completed when a Member(s) are proposing a property purchase or transfer using their SIPP. The form requires full details of the proposal and requires to be signed by the Member(s).
SSAS Property Questionnaire
This form requires to be completed when a Member(s) are proposing a property purchase or transfer using their SSAS. The form requires full details of the proposal and requires to be signed by the Member(s).
This form requires to be completed when a Member(s) are proposing a property purchase or transfer using their SSAS. The form requires full details of the proposal and requires to be signed by the Member(s).