Available downloads
The IFGL SIPP
The Insight SIPP
The Inspire SIPP
The Premier International SIPP
The IFGL SSAS
Guides
- Anti-Money laundering guidelines
- FCA Guidance on pension transfers
- Fees of SIPP and SSAS products
- Guide to Pensions and Divorce
- Guide to the abolition of the Lifetime Allowance
- ID-Pal verification requirements
- New business checklist
- PCLS vs UFPLS
- QROPS vs SIPP
- SIPP Property Guide
- Taking benefits - Income drawdown
- Vulnerable customer policy
Forms
- Appointment of new financial adviser
- Benefit election form
- Change of personal details
- Contribution declaration form
- Contribution declaration guidelines
- FATCA declaration
- Investment Manager Terms of Business
- MW SIPP 2 transfer out form
- Nomination of beneficiary
- Non UK Investment Manager Terms of Business
- Request to retain adviser form
- Seriously ill health payment form
- Supplementary form for additional pension transfers
- Terms of business