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SIPP Literature

Here you will find a broad range of literature for our SIPP contract. If you are getting errors opening PDFs, you can right click with your mouse on the pdf and select "Save target As..." from the menu. This will allow you to save the pdf to your computer.




Client Fund Selection Guide (PDF, 1.6MB - warning, this is a large document)

Code: SLSIP5A
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Adviser Investment Options Guide (PDF, 69kb)

Code: SLSIP5B
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Fund List - SLIP Pension Funds (PDF, 113kb)

Code: SLSIP5C
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Client Fund List - sigma Mutual (PDF, 122kb)

Code: SLSIP5D
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FundZone Fund List (PDF, 377kb)

Code: SLSIP5E
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Adviser Fund List sigma Mutual (PDF, 115kb)

Code: SLSIP5F
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Client Guide (PDF, 55kb)

Code: SLSIP10
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A Guide to Death Benefits (PDF, 71kb)

Code: SLSIP11
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Commission Options Guide (PDF, 44kb)

Code: SLSIP13
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Key Features (PDF, 71kb)

Code: SLSIP17
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Charges Sheet (PDF, 36kb)

Code: SLSIP20
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Your Guide to Managing Investments (PDF, 131KB)

Code: SLSIP21A
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Making single and regular payments simple (PDF, 58.3kb)

Code: SLSIP21B
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In-specie transfer guide (PDF, 95.5kb)

Code: SLSIP21C
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Why Standard Life for SIPP (PDF, 274kb)

Code: SLSIP22
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Execution Only Stockbroking (PDF, 56KB)

Code: SLSIP23
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Discretionary Investment Managers (PDF, 103kb)

Code: SLSIP24
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Investment Flexibility & Charges (PDF, 66kb)

Code: SLSIP44
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Standard Life SIPP offers safer havens (PDF, 36KB)

Code: SLSIP45
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Fixed Rate Accounts (PDF, 77KB)

Code: SLSIP46
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Are your clients making the most of their bonus? (PDF, 29.8KB)

Code: SLSIP55
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Self Invested Personal Pension or Individual Savings Account? (PDF, 49.2KB)

Code: SLSIP56
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Make 3 years' maximum payments in a single year with pension input periods (PDF, 45.5KB)

Code: SLSIP57
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Why Standard Life for Commercial Property? (PDF, 34kb)

Code: SLSIP80
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Commercial Property Charges Sheet (PDF, 38kb)

Code: SLSIP81
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Commercial Property Guide (PDF, 72kb)

Code: SLSIP82
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Commercial Property Information Questionnaire (PDF, 64kb)

Code: SLSIP83
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Commercial Property Sale Information Questionnaire (PDF, 43.8kb)

Code: SLSIP84
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Pounds Cost Averaging (PCA) (PDF, 53.5kb)

Code: SLSIP91
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RU64 - Making the right recommendation for your client (PDF, 46.5KB)

Code: SLSIP96
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SIPP Vs Personal Pension (PDF, 44kb)

Code: SLSIP103
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Example of property purchase process (PDF, 39kb)

Code: SLSIP108
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Syndicate Property Purchase (PDF, 30kb)

Code: SLSIP109
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Award Winning Self Invested Personal Pension (PDF, 54KB)

Code: SLSIP112
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Special Offer Cash Account (V7) Sales Aid (PDF, 41.9KB)

Code: SLSIP115
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Special Offer Cash Account (V7) Application Form (PDF, 30KB)

Code: SLSIP30C
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Recycling of lump sums (PDF, 29.6KB)

Code: GEN449
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Pension Fund Withdrawal Plan


Client Fund Selection Guide (PDF, 48kb)

Code: PFWP5A
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Adviser Fund Selection Guide (PDF, 45kb)

Code: PFWP5B
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Key Features (PDF, 52kb)

Code: PFWP17
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Forms


Application form (for transfer, single or regular payments) (PDF, 159kb)

Code: SLSIP30
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Application form (for single payments to an existing plan) (PDF, 74kb)

Code: SLSIP31
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Application form (for third party payments) (PDF, 82kb)

Code: SLSIP33
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Drawdown to Drawdown Transfer Certificate (PDF, 45kb)

Code: SLSIP32a
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Income Withdrawal Form (PDF, 69kb)

Code: SLSIP35
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Instruction for payment of death benefits (PDF, 43kb)

Code: SLSIP36
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Self Invested Personal Pension Application Form (PDF, 106KB)

Code: SLSIP37
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Pension Fund Withdrawal Plan (Application for acceptance of a transfer of contracted-out benefits) (PDF, 68kb)

Code: PFWP30
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Income Withdrawal Form (PDF, 49kb)

Code: PFWP35
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Instruction for payment of death benefits (PDF, 40kb)

Code: PFWP36
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Confirmation of Verification of Identity (CVI) (PDF, 35kb)

Code: AA48
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Direct Debit Instruction (PDF, 33kb)

Code: LR20
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Terms & Conditions (PDF, 148kb)

Code: SLSIP62
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Alternatively Secured Pension (PDF, 30kb)

Code: SLSIP92
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Pound Cost Averaging (PCA) Instruction (PDF, 36.4KB)

Code: SLSIP97A
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The information on this site is for qualified advisers only and must not be relied on by anyone else. If you are not an adviser you should go to our main website for information about our products and services.

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© 2008 Standard Life.