Please select from the links below to download your chosen item in PDF format.
|Family Pension Trust (Family SIPP)|
|Family Pension Trust Key Features||251 KB|
|Family Pension Trust Features and Advantages||273 KB|
|Family Pension Trust Member Questionnaire
Please complete one for each scheme member.
|Family Pension Trust Installation Questionnaire
Please complete this form to establish a new Family Pension Trust.
|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.
|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.
|Borrowing Information Schedule
Please complete this form if borrowing is required for a property investment.
|Property Insurance Policy Key Features||206 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.
|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.
|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.