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SIPP literature

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IFG Sales Aids

  Strength and Security Sales Aid   File size: 220.37 KB

TSU Fact Sheets

  The Benefits: Unsecured Pension   File size: 121.5 KB
  The Benefits: GAD Calculations - How They Work   File size: 77.43 KB
  The Benefits: Lifetime Allowance (Crystallised funds)   File size: 91.17 KB
  The Benefits: Lifetime Allowance (Uncrystallised funds)   File size: 91.38 KB
  The Benefits: Alternatively Secured Pension   File size: 107.57 KB
  The Benefits: Transitional Protection   File size: 98.49 KB
  The Benefits: Trivial Commutation Lump Sum   File size: 100.46 KB
  The Benefits: Block Transfers   File size: 107.15 KB
  The Benefits: Scheme Specific Lump Sum Protection   File size: 86.73 KB
  The Benefits: Protected Retirement Age   File size: 89.3 KB
  The Benefits: Protected Rights and the Proportionality Rule   File size: 104.56 KB
  The Benefits: Protected Rights and the James Hay SIPP   File size: 103.83 KB
  Pension Sharing Fact Sheet   File size: 95.3 KB

Structured Products

  Selected UK Banking Plan 1 - Client Guide   File size: 138.03 KB
  Selected UK Banking Plan 1 - IFA Guide   File size: 132.49 KB

eSIPP

  eSIPP Key Features   File size: 109.86 KB
  eSIPP Terms and Conditions   File size: 58.11 KB
  eSIPP Charges Schedule   File size: 58.53 KB
  eSIPP Investment Centre Regular Buy Form   File size: 70.77 KB
  eSIPP Financial Adviser Commission   File size: 55.13 KB
  Case Studies Illustrating the Benefits of Switching to eSIPP   File size: 64.84 KB
  SIPP Technical Product Guide   File size: 99.3 KB
  Abbey Sharedealing Permitted Investments List   File size: 58.66 KB

I confirm that I am a client and that I have read and understood the Key Features, Terms and Conditions, Charges Schedule and SIPP Technical Product Guide for this product, and would like to access the application form for this product
I confirm that I am a Financial Adviser and would like to access the application form for this product

Select SIPP

  Select SIPP Key Features   File size: 101.12 KB
  Select SIPP Permitted Investments List   File size: 68.24 KB
  Select SIPP Charges Schedule   File size: 59.92 KB
  Select SIPP Terms and Conditions   File size: 62.89 KB
  SIPP Technical Product Guide   File size: 99.3 KB
  Abbey Sharedealing Permitted Investments List   File size: 58.66 KB

I confirm that I am a client and that I have read and understood the Key Features, Terms and Conditions, Charges Schedule and SIPP Technical Product Guide for this product, and would like to access the application form for this product
I confirm that I am a Financial Adviser and would like to access the application form for this product

Private Client SIPP

  Private Client SIPP Key Features   File size: 104.87 KB
  Private Client SIPP Permitted Investments List   File size: 67.15 KB
  Private Client SIPP Charges Schedule   File size: 73.38 KB
  Private Client SIPP Terms and Conditions   File size: 62.12 KB
  SIPP Technical Product Guide   File size: 99.3 KB
  Abbey Sharedealing Permitted Investments List   File size: 58.66 KB

I confirm that I am a client and that I have read and understood the Key Features, Terms and Conditions, Charges Schedule and SIPP Technical Product Guide for this product, and would like to access the application form for this product
I confirm that I am a Financial Adviser and would like to access the application form for this product

General Literature

  Online Registration Pack (for Client Representatives)   File size: 72.55 KB
  Online Registration Pack (for Members)   File size: 60.83 KB
  Benefit Payment Form   File size: 130.75 KB
  Expression of Wish   File size: 69.37 KB
  Revised SIPP Income Instruction Form   File size: 64.25 KB
  Power of Attorney Application Form   File size: 64 KB
  Pension Credit Transfer Request   File size: 58.1 KB
  Pension Sharing Fact Sheet   File size: 95.3 KB
  A Guide to our Complaints Procedure   File size: 55.16 KB
  Appointment of Financial Adviser / 3rd party   File size: 79.47 KB

Commercial Property

  SIPP Commercial Property Transaction Fees   File size: 52.27 KB
  SIPP Commercial Property Questionnaire   File size: 77.09 KB
  SIPP Property Observation Checklist   File size: 59.04 KB
  SIPP Composite Panels Questionnaire   File size: 57.83 KB
  SIPP Commercial Property Guide   File size: 142.06 KB

Select Funds

The following information is for Financial Advisers and Investment Professionals only:

Show Select Funds Literature

Investment Centre

  Collect Funds List   File size: 125.97 KB
  Collect Funds Terms and Conditions   File size: 59.27 KB
  Investment Centre Buy Form   File size: 75.63 KB
  Investment Centre Sell Form   File size: 67.62 KB
  Investment Centre Switch Form   File size: 79.65 KB
  Investment Centre Key Features   File size: 115.95 KB
  Order of Transmission Policy   File size: 58.21 KB

Investment

Abbey Sharedealing

About SIPP

  SIPP Guide   File size: 200.57 KB
  SIPP Technical Product Guide   File size: 99.3 KB

Spousal Bypass

Advisers

Transfers and Contributions

  Contribution Notes   File size: 64.78 KB
  Record of Payments Due   File size: 55.99 KB
  Direct Debit Form   File size: 84.88 KB
  Supplementary Contribution Application Form   File size: 70.76 KB
  SIPP In-Specie Transfer Form   File size: 74.78 KB
  Request to Change SIPP Product   File size: 96.29 KB
  Transfer Form   File size: 69.33 KB

Protected Rights Literature

The James Hay SIPP products and Wrap service are provided by various companies which are part of the James Hay group. The James Hay group of companies are wholly owned subsidiaries of the IFG Group PLC. Full details can be found within the Legal section of this site. James Hay is a registered trademark.

Copyright © 2010 IFG Group PLC