Modular iPlan
iSIPP
Wrap
IPS
Partnership SIPP
Private Client SIPP

Our most popular Partnership SIPP documents

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Partnership SIPP Charges Schedule

A table of our charges for administering the product.

 

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Partnership SIPP Permitted Investments List

A list of the types of investment options available within the product.

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Expression of Wish Form

To provide us with the details of whom should receive the proceeds of the SIPP upon your death.

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Benefit Payment Form (Non-advised)

If you wish to take money out of your SIPP through a PCLS payment and/or income drawdown.

Product information

blue literature iconSIPP Terms and Conditions

blue literature iconPartnership SIPP Charges Schedule

blue literature iconPartnership SIPP Permitted Investments List

blue literature iconSIPP Technical Guide

Charges

blue literature iconPartnership SIPP Charges Schedule

blue literature iconAdviser Charges Form

Managing your SIPP

blue literature iconAppointment of Financial Adviser Form

blue literature iconPower of Attorney Registration Form

blue literature iconGranting Third Party Authority Form

blue literature iconLegal Guardian Declaration

blue literature iconInternal Switch Request to the Modular iSIPP

Moving money and investments in

blue literature iconSIPP Supplementary Contribution Form

blue literature iconSIPP Contribution Amendment Form

blue literature iconDirect Debit Form

blue literature iconSIPP Cash Transfer In Form

blue literature iconSIPP In-specie Transfer Form

blue literature iconDrawdown to Drawdown Transfer Form (Non-advised customers)

blue literature iconDrawdown to Drawdown Transfer Form (Advised customers)

Investing directly

blue literature iconInstruction to Trade Form

blue literature iconInvestment Manager/Stockbroker Appointment Form

blue literature iconInstruction to Transfer Money to/from an Investment Manager

Investing in Commercial Property

blue literature iconCommercial Property Purchase and Maintenance Guide

blue literature iconCommercial Property Works Guide

blue literature iconCommercial Property Disposals Guide

blue literature iconCommercial Property Buy-out Guide

blue literature iconCommercial Property Litigation Guide

blue literature iconSIPP Property Observation Checklist

blue literature iconSIPP Commercial Property Questionnaire

blue literature iconSIPP Composite Panels Questionnaire

blue literature iconSIPP Property Management Resolution

blue literature iconSIPP Property Information Form

blue literature iconSIPP Property Information Form Q&A

Topping up Specialist Investments

blue literature iconSpecialist Investments (Non-Standard Investments) Guide

blue literature iconUnquoted Shares Guidelines

blue literature iconUnquoted Shares Questionnaire - Top up

blue literature iconDirector's Statement (Unquoted Shares)

blue literature iconInvestment Provider's Questionnaire

Investing via our Cash Panel

blue literature iconApplication for Cash Panel Accounts

Taking money out

blue literature iconApplication for a Transitional Tax Free Amount Certificate

blue literature iconBenefit Payment Form for Capped or Flexi-access Drawdown (Non-advised customers)

blue literature iconBenefit Payment Form for Capped or Flexi-access Drawdown (Advised customers)

blue literature iconBenefit Payment Form for UFPLS

blue literature iconRevised SIPP Income Instruction Form

blue literature iconRevised SIPP Income Instruction with Conversion to Flexi-access Drawdown

blue literature iconPlan Closure Request for Fully Crystallised SIPP Form

blue literature iconAnnuity Open Market Option Request Form

blue literature iconNotification of Flexibly Accessing your Pension Form

blue literature iconYour Pension: Your Choices - MoneyHelper Brochure

blue literature iconAccessing your Pension Guide

blue literature iconTransferring Away from James Hay

blue literature iconTransfer Out Request - Overseas Supplement

General guides and policies

blue literature iconOrder Transmission Policy

blue literature iconHow your Money and Investments are held within James Hay Products

blue literature iconGuide to Investment Risk

blue literature iconGuide to our Complaint Procedure

Death and divorce

blue literature iconManaging your Beneficiary SIPP Guide

blue literature iconExpression of Wish Form

blue literature iconPension Credit Transfer Request Form

blue literature iconPension Sharing Order Guide

By-pass Trust

blue literature iconBy-pass Trust Form

All our guides are available in Braille, large print or as an audio version. To find out more, call us on 03455 212 414 (or via the Typetalk service on 18001 03455 212 414).