Fact Sheets

Welcome to our Fact Sheet Library. Our Fact Sheets act as a useful reference point to answer your technical questions.

Our Technical Team are continually updating this information to help keep you up to date with the main rules governing SIPPs. 

            Contributing to Your SIPP                  The Annual Allowance and Your SIPP

       Taking Benefits from Your SIPP          The Lifetime Allowance and Your SIPP

                     Death Benefits                                In-Specie Contributions 

Unquoted Shares

In principle, a SIPP may invest in unquoted shares, subject to certain restrictions and conditions.  Read more...