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SIPP Literature




Investment Guides (PDF)

Client Fund Selection Guide

Code: SLSIP5A Size: 95kb 		 

Adviser Investment Options Guide

Code: SLSIP5B Size: 156kb 		 

Fund List - SLIP Pension Funds

113kb Code: SLSIP5C 		 

Client Fund List - sigma Mutual Funds

Code: SLSIP5D Size: 116kb 		 

FundZone Fund List

Code: SLSIP5E Size: 370kb 		 

Adviser Fund List sigma Mutual Funds

Code: SLSIP5F Size: 120kb 		 


Adviser Guides - Most Popular (PDF)

Easier payments - what a relief

Code: SLSIP127 Size: 485kb 		 

Investment Flexibility & Charges

Code: SLSIP44 Size: 66kb 		 

Make 3 years' maximum payments in a single year with pension input periods

Code: SLSIP57 Size: 90KB

Pound Cost Averaging (PCA)

Code: SLSIP97A Size: 94KB 		 

SIPP vs Personal Pension

Code: SLSIP103 Size: 44kb 		 


Adviser Guides (Other)

A Guide to Death Benefits

Code: SLSIP11 Size: 74kb 		 

Commission Options Guide

Code: SLSIP13 Size: 106kb 		 

Your Guide to Managing Investments

Code: SLSIP21A Size: 270KB 		 

In-specie transfer guide

Code: SLSIP21C Size: 130kb 		 

Discretionary Investment Managers

Code: SLSIP24 Size: 103kb 		 

Fixed Rate Accounts

Code: SLSIP46 Size: 565KB 		 

Are your clients making the most of their bonus?

Code: SLSIP55 Size: 29.8KB 		 

Self Invested Personal Pension or Individual Savings Account?

Code: SLSIP56 Size: 49.2KB 		 

Pound Cost Averaging (PCA)

Code: SLSIP91 Size: 56kb 		 

Alternatively Secured Pension

Code: SLSIP92 Size: 30kb 		 
 

Authorisation Forms

Click here to access the Authorisation Forms



Forms (PDF)

Application form (for transfer, single or regular payments)

Code: SLSIP30 Size: 372kb 		 

Drawdown to Drawdown Transfer Certificate

Code: SLSIP32a Size: 49kb 		 

Self Invested Personal Pension Application Form (third party payments)

Code: SLSIP33 Size: 191KB 		 

Income Withdrawal Form

Code: SLSIP35 Size: 69kb 		 

Instruction for payment of death benefits

Code: SLSIP36 Size: 113kb 		 

Self Invested Personal Pension Application Form

Code: SLSIP37 Size: 106KB 		 


Key Client Documents (PDF)

Key Features

Code: SLSIP17 Size: 216kb 		 

Charges and discounts guide

Code: SLSIP20 Size: 423kb 		 

Terms & Conditions

Code: SLSIP62 Size: 228kb 		 


Other Client Documents (PDF)

Client Guide

Code: SLSIP10 Size: 1.5 mb (large file) 		 

Execution Only Stockbroking

Code: SLSIP23 Size: 44kb

Award Winning Self Invested Personal Pension

Code: SLSIP112 Size: 54kb 		 

Protected Rights and SIPP

Code: SLSIP118 Size: 128kb 		 

Making the most of pension tax benefits

Code: SLSIP125 Size: 115kb 		 

Recycling of Lump Sums

Code: GEN449 Size: 83kb 		 


Pension Fund Withdrawal Plan (PDF)

Key Features

Code: PFWP17 Size: 91kb 		 

Pension Fund Withdrawal Plan (Application for acceptance of a transfer of contracted-out benefits)

Code: PFWP30 Size: 153kb 		 

Income Withdrawal Form

Code: PFWP35 Size: 101kb 		 


Commercial Property (PDF)

Why Standard Life for Commercial Property?

Code: SLSIP80 Size: 34kb 		 

Commercial Property Charges

Code: SLSIP81 Size: 104kb 		 

Commercial Property Guide

Code: SLSIP82 Size: 72kb 		 

Commercial Property Information Questionnaire

Code: SLSIP83 Size: 64kb 		 

Commercial Property Sale Information Questionnaire

Code: SLSIP84 Size: 110kb 		 

Example of Property Purchase Process

Code: SLSIP108 Size: 477kb 		 

Syndicate Property Purchase

Code: SLSIP109 Size: 93kb 		 


Generic Documents (PDF)

Confirmation of Verification of Identity (CVI)

Code: AA48 Size: 35kb 		 

Direct Debit Instruction

Code: LR20 Size: 33kb 		 




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