Skandia UK - SIPP

Applying for your Skandia SIPP
This is an application form to be used when applying for a Skandia SIPP to establish a Skandia Self-Invested Personal Pension (SIPP) administered by A J Bell Management Limited (the Scheme Administrator). You should read the Skandia SIPP Key Features Document, any ancillary marketing literature, the Terms and Conditions and the Trust Deed and rules before establishing a Skandia SIPP.
Date published: 18/04/12

File size: 143KB
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SIPP transfer information form
This form is an application to receive a transfer value from another registered pension scheme into a Skandia Self-Invested Personal Pension (SIPP). This form is supplementary to the Application Form completed by the transferring member.
Date published: 18/04/12

File size: 96KB
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Applying for your Skandia SIPP benefit options
This form should be completed if you wish to start drawing benefits from your SIPP, designate additional uncrystallised funds to your existing income drawdown fund (capped or flexible) or purchase a lifetime annuity. If you wish to take flexible drawdown benefits you must also complete a flexible drawdown declaration. For more information on the benefits available under your SIPP, you should read the Key Features Document.
Date published: 18/04/12

File size: 765KB
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Additional contribution form
Application form to be used to pay an additional one-off contribution or establish a regular monthly contribution by direct debit for an existing Skandia SIPP.
Date published: 18/04/12

File size: 103KB
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SIPP direct debit instruction
Use this form for direct debit instructions in support of an application.
Date published: 30/11/10

File size: 121kb
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Confirmation of verification of identity
This form is used to verify the identity of the policy holder when a new business application is being submitted.
Date published: 31/01/08

File size: 70KB
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Flexible drawdown declaration
This declaration must be completed to confirm that you are eligible to receive flexible drawdown pension benefits. You must also complete the form applying for your Skandia SIPP benefits option.
Date published: 18/04/12

File size: 72KB
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Self-invested Personal Pension adviser remuneration variation or additional payment form
This form is to be completed and signed by the client to specify a level of adviser remuneration on a Skandia SIPP.
Date published: 31/01/10

File size: 68kb
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Property questionnaire
This form is to be completed and signed to provide Skandia with the necessary information to allow a registered pension scheme to make an investment in a proposed property.
Date published: 31/12/09

File size: 102kb
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Key features of your Skandia SIPP
This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Skandia SIPP. It describes the Skandia SIPP and its benefits along with the potential risks involved with this investment. There's also a list of questions and answers to help fill in the finer details. You should read this document in conjunction with a personalised Key Features Illustration and Terms and Conditions.
Date published: 18/04/12

File size: 542KB
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Details of your Skandia SIPP - terms and conditions
Specific terms and conditions applicable to the Skandia SIPP.
Date published: 18/04/12

File size: 1MB
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Self-invested Personal Pension scheme permitted investments
This document sets out the investments currently allowable under the Skandia SIPP.
Date published: 28/02/11

File size: 81kb
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The Skandia SIPP charges and rates
The Skandia SIPP charges and rates.
Date published: 15/04/11

File size: 85kb
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Your Skandia SIPP benefits guide
This guide has been designed to help you make the right choices when deciding what benefits to take from your Skandia SIPP.
Date published: 18/04/12

File size: 95KB
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The Skandia SIPP flexible drawdown guide
This guide provides an overview of flexible drawdown with the Skandia SIPP.
Date published: 18/04/12

File size: 42KB
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Property notes for the Skandia Self-invested Personal Pension
This document sets out notes regarding the purchase of a commercial property via a Skandia SIPP.
Date published: 31/12/09

File size: 78kb
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Self-invested Personal Pension scheme guidance notes for commercial lenders
This document contains guidance notes for commercial lenders regarding the Skandia SIPP.
Date published: 31/12/09

File size: 63kb
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Self-invested Personal Pension scheme guidance notes for solicitors
This document contains guidance notes for solicitors regarding the Skandia SIPP.
Date published: 31/01/10

File size: 92kb
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Self-invested Personal Pension scheme guidance notes for surveyors
This document contains guidance notes for surveyors regarding the Skandia SIPP.
Date published: 31/12/09

File size: 48kb
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SIPP reasons why
This document provides you with statements about particular features of the Skandia SIPP to help you compile your suitability letters.
Date published: 18/04/12

File size: 1MB
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SIPP

Forms

Applying for your Skandia SIPP

SIPP transfer information form

Applying for your Skandia SIPP benefit options

Additional contribution form

SIPP direct debit instruction

Confirmation of verification of identity

Flexible drawdown declaration

Self-invested Personal Pension adviser remuneration variation or additional payment form

Property questionnaire

Key features and terms

Key features of your Skandia SIPP

Details of your Skandia SIPP - terms and conditions

Guides and brochures

Self-invested Personal Pension scheme permitted investments

The Skandia SIPP charges and rates

Your Skandia SIPP benefits guide

The Skandia SIPP flexible drawdown guide

Support material

Property notes for the Skandia Self-invested Personal Pension

Self-invested Personal Pension scheme guidance notes for commercial lenders

Self-invested Personal Pension scheme guidance notes for solicitors

Self-invested Personal Pension scheme guidance notes for surveyors

SIPP reasons why