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Family Pension Trust (Family SIPP) Literature

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

Family Pension Trust (Family SIPP)
Family Pension Trust Product Overview 286 KB
Family Pension Trust Key Features 253 KB
Family Pension Trust Features and Advantages 273 KB
Family Pension Trust versus SIPP: How do costs compare? 268 KB
Family Pension Trust versus SSAS: How do costs compare? 268 KB
Family Pension Trust Member Questionnaire
Please complete one for each scheme member.
228 KB
Family Pension Trust Installation Questionnaire
Please complete this form to establish a new Family Pension Trust.
217 KB

 

Family Pension Trust Property

Please read the important information about suspension of in specie contributions in conjunction with the ‘SSAS and Family Pension Trust Commercial Property Guide’ literature item below.

SSAS and Family Pension Trust Commercial Property Guide 250 KB
SSAS and Family Pension Trust Commercial Property Purchase Process Chart 149 KB
Property Information Schedule
Please complete one for each property investment.
200 KB
Property Development Information Schedule
Please complete for UK or overseas hotel, resort or other development investment. This is only to be used with approved investments.
148 KB
Borrowing Information Schedule
Please complete this form if borrowing is required for a property investment.
155 KB
Property Insurance Policy Key Features 332 KB
Property Insurance Quotation Request
Please complete this form if the Rowanmoor Property Insurance Policy is required for the property investments before 1 October 2012.
297 KB

 

Family Pension Trust Client Scenarios
By establishing a Family Pension Trust a family combines funds to provide retirement and death benefits with succession planning options for future generations. 283 KB
Increasing liquidity for benefit payments without forcing the sale of scheme assets. 277 KB

 

The Rowanmoor Life Assurance Scheme
Life Assurance Scheme Key Features 178 KB
Life Assurance Scheme Quotation Request 145 KB
Life Assurance Scheme Agency Application Form
This form should be completed by financial advisers introducing business to the Rowanmoor Life Assurance Scheme.
110 KB
Life Assurance Scheme: Tax-efficient Life Assurance 271 KB

 

If you would like a copy of our Family Pension Trust Fees and Services, please call 03445 440 550 or email us.

These documents are also available in audio, large print or Braille format. To request these or other formats, please call 03445 440 550 or email us.

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