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Rowanmoor SIPP

SIPP Literature

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

SIPP
Please read the important information about suspension of in specie contributions in conjunction with the ‘SIPP Terms and Conditions’ and ‘SIPP Fee Schedule as at 1 December 2017’ literature items below.
SIPP Product Overview
SIPP Key Features
SIPP Features and Advantages
SIPP Terms and Conditions
SIPP Fee Schedule as at 1 December 2017
SSAS versus SIPP: How do costs compare?
Family Pension Trust versus SIPP: How do costs compare?
Rowanmoor SIPP: Investment option flexibility
SIPP Application Form
Please complete this form to establish a new SIPP.
Our continued commitment to complete investment choice

 

SIPPView Online Service Registration Procedure
SIPPView Overview
SIPPView Registration Procedure for Clients
SIPPView Registration Procedure for Advisers

 

SIPP Investment Partners Information Sheets
Brooks Macdonald Asset Management Ltd
Cofunds
Investec Specialist Private Bank
Seven Investment Management LLP (7IM)
Stocktrade

 

SIPP Property
Please read the important information about suspension of in specie contributions in conjunction with the ‘SIPP Commercial Property Guide’ literature item below.
SIPP Commercial Property Guide
SIPP Commercial Property Purchase Process Chart
SIPP Commercial Property Purchase Guide to Retained Solicitors’ Fees
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.

 

SIPP Client Scenarios
A Rowanmoor SIPP enhances a member’s defined benefit scheme and funds for early retirement.
The flexible investment options of the SIPP provide for the future-proofing for an entrepreneur’s business growth strategy.
Purchasing commercial property through a Rowanmoor SIPP, by transferring existing benefits and borrowing funds.
A Rowanmoor SIPP purchases a freehold property, which is leased to the member after refurbishment work, providing rental income and capital growth.
A business owner enhances his pension benefits by purchasing a freehold premises jointly between his Rowanmoor Pensions SIPP and his company.

 

SIPP Service Standards
SIPP Service Standards
SIPP Service Standards Results

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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