Full support
- Innovative range of investment options
- UK based admin and support teams
- Insight driven employee communications
- Secure online servicing
Overview
Our Group Self Invested Personal Pension (GSIPP) is supported by a dedicated team of in-house SIPP specialists, and backed by a robust IT platform, it offers your clients a high level of service and administration efficiency.
GSIPP is designed for companies whose employees are looking for the widest possible choice of investments and flexibility in the way that they take their benefits.
- Wide investment choice - including the freedom to invest in funds outside of our range of insured funds
- Self investment options – members can self-invest immediately
- Efficient charging structure – additional charges apply but members only pay for the features they use.
For target market and suitability information for this product download the statement of Target Market
Literature
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button if you want to remove a document from the list. Forms
- Cash transfer of pension benefits to a UK registered pension scheme ( 316.8KB, Code: gen2724 )
- Confirmation of adviser charges ( 210.0KB, Code: gfrp15 )
- Confirmation of Verification of Identity Corporate and Other Non-Personal Entity ( 141.5KB, Code: aa48a )
- Due diligence form for ongoing adviser charging ( 225.5KB, Code: gen2697 )
- Group Self Invested Personal Pension - Employer Application ( 174.8KB, Code: gsip30 )
- GSIPP - Application Form (for transfer, regular or single payments) ( 451.3KB, Code: gsip31 )
- GSIPP - Instructions ( 71.4KB, Code: gsip36 )
- GSIPP - Rapid Transfer Application ( 180.2KB, Code: gsip33 )
- Request for the scheme to pay the Annual Allowance Charge ( 87.8KB, Code: gen1742 )
- SIPP - Income Withdrawal Form ( 341.2KB, Code: slsip35 )
Terms & Conditions
Guides
- GSIPP - Charges Guide ( 339.5KB, Code: gsip20 )
- How regular Investments under a GSIPP work ( 112.4KB, Code: nep13 )
- How we work out pension illustration growth rates in annual benefit statements ( 64.2KB, Code: gen1814 )
- Information about tax relief, limits and your pension ( 388.7KB, Code: gen658 )
- Workplace adviser charging proposition summary ( 73.1KB, Code: gen3012 )
- Workplace adviser charging Q&A ( 106.4KB, Code: gen3011 )
Product news
- Closure of Pension Contribution Insurance (PCI) to new business
16 October 2018 - Selectapension 10% discount withdrawal
24 April 2018 - New safeguarded flexible benefits warning – requirement to 'pause' some transactions for 2 weeks
30 March 2018 - FCA Policy Statement 18/6 – Advising on Pension Transfers
28 March 2018 - Regulatory PS17/12 – Prompts in the Annuity Market
06 March 2018
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The information on this site is for qualified financial advisers and must not be relied on by anyone else. If you are not an adviser please go to our customer website for more information about our products and services.
