Available downloads
The IFGL SIPP
The Insight SIPP
The IFGL SSAS
Guides
Forms
- Appointment of New Financial Adviser
- Benefit election form
- Change of personal details
- Contribution declaration form - Tax year 2023/24
- Contribution declaration guidelines - Tax year 2023/24
- FATCA declaration
- Nomination of beneficiary
- Request to retain adviser form
- Supplementary form for additional pension transfers
- Terms of business