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 ( 85.6KB, 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 ( 213.0KB, Code: gsip30 )
- GSIPP - Application Form (for transfer, regular or single payments) ( 219.4KB, Code: gsip31 )
- GSIPP - Instructions ( 71.4KB, Code: gsip36 )
- GSIPP - Rapid Transfer Application ( 101.0KB, Code: gsip33 )
- Instruction for Payment of Death Benefits ( 128.8KB, Code: slsip36 )
- Instruction to Change Investment Funds ( 71.7KB, Code: gpen36 )
- Request for the scheme to pay the Annual Allowance Charge ( 88.3KB, Code: gen1742 )
- SIPP - Income Withdrawal Form ( 341.2KB, Code: slsip35 )
Terms & Conditions
Guides
- GSIPP - Charges Guide ( 149.0KB, Code: gsip20 )
- How we work out pension illustration growth rates in annual benefit statements ( 67.0KB, Code: gen1814 )
- Information about tax relief, limits and your pension ( 391.0KB, Code: gen658 )
- Workplace adviser charging proposition summary ( 73.1KB, Code: gen3012 )
- Workplace adviser charging Q&A ( 106.4KB, Code: gen3011 )
Product news
- We're sending some WRAP clients a Summary of Charges early December 2019
05 December 2019 - Capital Gains Tax changes to direct property investment held within Offshore Bonds
12 November 2019 - Brexit and potential changes to FSCS protection for International Bond clients
26 September 2019 - We’re sending some clients a Summary of Charges from 30 August 2019
29 August 2019 - Onshore Bonds investing in the Distribution fund
20 August 2019
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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.
