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Original MasterSIPP

Tax year end deadlines

We will be updating Suffolk Life's illustrations and application forms from 6 April 2015 in accordance with the new pensions rules. You can find more information on the tax year end deadlines here.

Literature

For Suffolk Life MasterSIPP established before 15 March 2010, where former protected rights, if included, are held by Suffolk Life Annuities Limited in an additional plan. 

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Document Date Download
Important documents
Scheme Rules Dec 2011 Download PDF document
Key Features Oct 2014 Download PDF document
Schedule of Fees from 1st June 2015Feb 2015Download PDF document
Schedule of Allowable Investments Feb 2015 Download PDF document
Terms and Conditions Feb 2015 Download PDF document
Property
Property form Mar 2014 Download PDF document
Property Guide Feb 2014 Download PDF document
Panel of Solicitors documentJun 2014Download PDF document
Property Insurance Notes Jan 2014 Download PDF document
Group Investment Agreement (example) Mar 2014 Download PDF document
Taking benefits - Important notes
Capped drawdown form Mar 2014 Download PDF document
Flexible drawdown form Mar 2014 Download PDF document
In specie contributions    
Using investments to make a personal contribution Dec 2014 Download PDF document

 

 

Disclaimer

This information is intended for investment professionals and should not be relied upon by private customers or any other persons.