LITERATURE LIBRARY

MASTERSIPP

For all new business from 15 March 2010 and Suffolk Life MasterSIPPs established before 15 March where Protected Rights, if included, are held with Suffolk Life Trustees Limited. 

Document Last updated File
Applications
Scheme rules 16/4/2010 Download PDF document
Application form 10/3/2010 Download PDF document
UI/ASP transfer application form  10/3/2010 Download PDF document
Key features 10/3/2010 Download PDF document
Fee schedule 10/3/2010 Download PDF document
Allowable investments 10/3/2010 Download PDF document
Terms and conditions 10/3/2010 Download PDF document
Property
Property form 10/3/2010 Download PDF document
Property guide 01/6/2010 Download PDF document
Property insurance notes 31/3/2010 Download PDF document
Group investment agreement 16/4/2010 Download PDF document
Taking Benefits
Unsecured Income (UI) form 10/3/2010 Download PDF document
Alternatively Secured Pension (ASP) form 25/3/2010 Download PDF document
UI & ASP Key Features 10/3/2010 Download PDF document
Standalone forms
Adviser election form 10/3/2010 Download PDF document
Contribution details form 10/3/2010 Download PDF document
Direct Debit instruction 10/3/2010 Download PDF document
Record of payments due form 10/3/2010 Download PDF document
Transfer in form  10/3/2010 Download PDF document
In specie transfer schedule 08/4/2010 Download PDF document
Cofunds
Cofunds election form 16/4/2010 Download PDF document
Regular investment and amendment form 10/3/2010 Download PDF document
Regular withdrawal form 10/3/2010 Download PDF document
Misc
Roles and responsibilities 14/7/2010 Download PDF document

DISCLAIMER

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