Flexible SIPP: literature hub

• Transfer in form
• Investing for drawdown
• Contribution form
• Employer schedule
• Expression of wishes
• Third party authority
• Changes to adviser charges

• Key features
• Terms and conditions 
• Glossary
• Schedule of fees (from 1 June 2024)
• Allowable investment schedule
• Trust deed and rules
• Deed of amendment

• Property guide
• Property purchase questionnaire
• Panel solicitors’ fee schedule
• Property development application
• Lease questionnaire
• Block insurance policy summary
• Block insurance policy
• Property sale questionnaire

We provide financial advisers with the technical back-up and expertise that helps support your business and your clients, both now and into the future. For instance, you can expect a dedicated point of contact, annual CPD-accredited seminars and in-depth technical briefings.

Find out more

We strongly suggest you seek financial advice prior to application and during the lifespan of a SIPP.

If you wish to find a financial adviser, we suggest you visit this website. 

Apply now