Website Disclaimer

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.

If you are not an investment professional or financial adviser please click here to return to the customer website.

Remember I'm an investment professional or financial adviser

Contributions

How can I make employer gross contributions?

  • Arrange for the Identity Verification form to be signed and completed by an authorised individual at the company. This would need to be completed before the contribution is made and only needs to be completed once per company.
  • If this is a regular contribution arrange for the account holder to sign and complete a Direct Debit Instruction and Employer Contributions form. The forms are available on our website under the literature section.
  • If this is a single contribution being made by cheque. Please make the cheque payable to Suffolk Life re: Plan Number. Send the cheque with a covering letter confirming that the contribution should be treated as a employer gross or spilt contribution (employer and personal) and any investment instructions you wish us to action.
  • If this is a single contribution being made by bank transfer please contact Suffolk Life to obtain the plan bank details.

How can I make a third party net contribution?

  • Arrange for the Identity Verification form to be signed and completed by an authorised individual at the company. This would need to be completed before the contribution is made and only needs to be completed once per company.
  • If this is a regular contribution arrange for the account holder to sign and complete a Direct Debit Instruction and Contribution Details form. The forms are available on our website under the literature section.
  • If this is a single contribution being made by cheque. Please make the cheque payable to Suffolk Life re: Plan Number. Send the cheque with a covering letter confirming that the contribution should be treated as a net contribution and any investment instructions you wish us to action.
  • If this is a single contribution being made by bank transfer please contact Suffolk Life to obtain the plan bank details.

How can I make a personal net contribution from my own account?

  • If this is a regular contribution arrange for a Direct Debit Instruction and Contribution Details form to be signed and completed. The forms are available on our website.
  • If this is a single contribution being made by cheque. Please make the cheque payable to Suffolk Life re: Plan Number. Send the cheque with a covering letter and any investment instructions you wish us to action.
  • If this is a single contribution being made by bank transfer please contact Suffolk Life to obtain plan bank details.

Useful notes

  • Please confirm if the contribution is using any carry forward allowance.
  • Please confirm If the contribution is to be transferred to an investment account and, if so whether the payment should be made by BACS or CHAPS.
  • Please confirm if the tax reclaim should be transferred to an investment account and, if so whether the payment should be made by BACS or CHAPS.
  • If you require general information on contributions please visit our Contribution limits page
  • If you have any further questions on how to make contributions please contact us on 01473 296969 or by emailing sippsupport@suffolklife.co.uk.

Disclaimer

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