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This website is for investment professionals only.

You are about to access the Suffolk Life website for investment professionals and financial advisers. This website should not be relied upon by private customers or any other persons.

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SmartSIPP

SmartSIPP is only available to certain platform partners in addition to our execution-only stockbroker Stocktrade. For a list of the current Smart partners please refer to or e-affiliates page.

For full product details please visit our SmartSIPP product section and to apply online please log in to the secure portal.

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Document Download
Application form
Application form* Download PDF document
Data Capture form* (for use when applying online)Download PDF document
Investor Declaration* (for use when applying online)Download PDF document 
Drawdown Transfer Application form*Download PDF document
Important documents
Schemes Rules Download PDF document
Key Features       Download PDF document 
Privacy Information Notice (for investors)       Download PDF document 
Schedule of Fees       Download PDF document
Schedule of Allowable Investments       Download PDF document
Terms and Conditions**       Download PDF document

 Click here for drawdown forms.

*If you wish to open a Stocktrade account you will need to complete the relevant election form available on our investment partners literature page.

**If your SIPP was set up before 10 April 2018, please note that some of the Terms and Conditions are not effective until 25 July 2018. Please contact us for details.

Disclaimer

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