08445 440 440
Latest:

Limits on tax relief - From 22 April 2009 HMRC limited tax relief for high income individuals.

Age 75 rule changes - The Government ended the requirement to secure a pension income at age 75 on 22 June 2010.

These changes affect the information detailed in the literature item you are about to open. Please also read the leaflets called

  • Potential Loss of Higher Rate Tax Relief, to find out more about how Budget changes could impact on high income individuals, and
  • Government changes Age 75 rule, to find out more about benefit options at age 75.

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SIPP Literature

Please select from the links below to download your chosen item in PDF format *

These documents are also available in audiotape, large print and Braille. To request these or other formats, please call 08445 440 550 or e-mail us.

SIPP Key Features and Brochure
SIPP Key Features and Brochure
SIPP Application Form
SIPP Application Form
SIPP Special Offer Fees and Services
SIPP Special Offer Fees and Services
 
SIPP Terms and Conditions
SIPP Terms and Conditions
Product Overview
Product Overview
Adviser Fee Agreement
Adviser Fee Agreement
 
Potential loss of higher rate tax relief
Potential loss of higher rate tax relief
Government changes Age 75 rule
Government changes Age 75 rule
 

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