Please select from the links below to download your chosen item in PDF format
| Family Pension Trust (Family SIPP) | ||
|---|---|---|
 |
Family Pensions Trust Key Features and Brochure | 218 KB |
|
Family Pensions Trust Member Questionnaire Please complete one for each scheme member. |
85 KB |
|
Family Pensions 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 Quotations 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.
