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You will need to complete an Application Form for the type of SIPP you would like to open, which can be downloaded under the appropriate product heading in the left sidebar.
This needs to be read in conjunction with Fact Sheet 1 'Contributing to your SIPP' and Fact Sheet 2 'The Annual Allowance and Your SIPP'
If you have a Financial Adviser you will also need to complete:
Your Adviser will need to complete:
If you do not have a Financial Adviser you will need to complete:
Other forms you may need:
- Expression of Wish Form
- Transfer of Benefits - Final Salary/Defined Benefit (Form TB1)
- Transfer of Benefits - Money Purchase (Form TB2)
- Transfer of Benefits from another pension scheme (Form TV - please speak to a member of our Customer Relations Team for this form)
- Transfer benefits through income withdrawal from another pension scheme (Form TVID - please speak to a member of our Customer Relations Team for this form)
- Make regular contributions via a Standing Order (Form STO)
- Investment instructions
- Encashment instructions
- Invest in Commercial Property (Form PP)
- Benefit Crystallisation Event Questionnaire
Disclaimer: information contained on this website was published prior to the new regulations relating to higher rate tax payers announced in the April 2009 Budget. It should be noted that higher rate tax payers whose total income (NOT just earnings) is £150,000 per annum and above, will not be entitled to tax relief at 40% from 6 April 2011. Interim measures were brought in with effect from the date of the Budget, 22 April 2009, to prevent people from pre-empting the change and maximising their funding until April 2011. Details of our current understanding of the new legislation are contained in our Useful Guide to the Changes to the Pension Rules - 6 April 2011.