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Rowanmoor Family Pension Trust (Family SIPP)

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 Key Features 251 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
Borrowing Information Schedule
Please complete this form if borrowing is required for a property investment.
155 KB
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.
179 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

 

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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