Please select from the links below to download your chosen item in PDF format.
| Family Pension Trust (Family SIPP) | ||
|---|---|---|
 |
Family Pension Trust Key Features | 218 KB |
|
Family Pension Trust Member Questionnaire Please complete one for each scheme member. |
85 KB |
|
Family Pension Trust Installation Questionnaire Please complete this form to establish a new Family Pension Trust. |
289 KB |
|
Adviser Fee Agreement Please complete this form if pre-agreed adviser fees are to be paid by the scheme. |
59 KB |
| Family Pension Trust Property | ||
|---|---|---|
|
SSAS and Family Pension Trust Commercial Property Guide | 804 KB |
|
Property Information Schedule Please complete one for each property investment. |
65 KB |
|
Borrowing Information Schedule Please complete this form if borrowing is required for a property investment. |
50 KB |
|
Property Insurance Policy Key Features | 51 KB |
|
Property Insurance Quotation Request Please complete this form if the Rowanmoor Pensions Property Insurance Policy is required |
55 KB |
| Family Pension Trust Service Standards | ||
|---|---|---|
|
Family Pension Trust Service Standards | 36 KB |
|
Family Pension Trust Service Standards Results | 28 KB |
| The Rowanmoor Pensions Life Assurance Scheme | ||
|---|---|---|
|
Life Assurance Scheme Key Features | 51 KB |
|
Life Assurance Scheme Quotation Request | 31 KB |
|
Life Assurance Scheme Agency Application Form This form should be completed by Independent Financial Advisers introducing business to the Rowanmoor Pensions Life Assurance Scheme. |
31 KB |
If you would like a copy of our Family Pension Trust Fees and Services, please call 08445 440 550 or email us.
These documents are also available in audiotape, large print and Braille. To request these or other formats, please call 08445 440 550 or email us.
