LITERATURE LIBRARY

APPLICATIONS

You can find everything here that you need to get started with a new Suffolk Life MasterSIPP for your client, or to maintain an existing one.

When initiating a transfer, the FSAs pension switching suitability assessment is a useful checklist to follow. 

Document Last updated File Size
Application form 17/8/2009 The Suffolk Life MasterSIPP application for you and your client to complete together 176kb
Pooling election form (also required for new business) 16/12/2009 Form required to pool protected and non-protected rights 44kb
Transfer in application for UI/ASP 4/3/2009 Application to transfer funds already crystallised 187kb
In specie transfer schedule 4/4/2008 Used to identify assets to be transferred in specie 46kb
Key Features 26/1/2010 Key features document for the Suffolk Life MasterSIPP 148kb
Schedule of fees 2010 4/1/2010 An explanation of all fees and costs relating to the Suffolk Life MasterSIPP for 2008 151kb
Allowable investments 25/8/2009 A comprehensive list of exactly what you and your client can consider for investment in the Suffolk Life MasterSIPP 108kb
Third party authorisation for investment managers 3/1/2008 Required if your client wishes to nominate a third party to give investment instructions on any investment manager accounts 132kb
Terms and conditions 21/7/2009 A detail of the legal framework under which the Suffolk Life MasterSIPP is operated 413kb
Scheme rules 271/2010 The full lists of rules for the Suffolk Life MasterSIPP 144kb

For additional details on each document, hover the mouse over the download icon.

DISCLAIMER

The information on this page is for advisers only and should not be relied upon by individuals.