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SIPP

Forms

    • SIPP Benefit Form- Conversion of Capped Drawdown to Flexi-Access Drawdown

      The application form allowing:

      • conversion of Pre 6/4/2015 capped drawdown arrangements to flexi-access drawdown within the OM Wealth SIPP and / or
      • amending level of income payments once Account has converted to flexi-access drawdown
      Download
    • SIPP Benefit Form- Payment of Uncrystallised Pension Fund Lump Sum (UFPLS)

      The application form requesting payment of a single uncrystallised pension fund lump sum from the OM Wealth SIPP

      Download
    • SIPP Benefit Form- Application for Flexi-Access and Capped Drawdown

      This form is to be completed where a client wishes to:

      • start taking flexi-access drawdown or
      • additionally designate uncrystallised funds to an existing capped or flexi-access drawdown OM Wealth SIPP facility.
      Download
    • SIPP Benefit Form- Transitional protection and insufficient lifetime allowance form

      Form to complete alongside of any payment request form where client may either:

      • be liable to a Lifetime Allowance tax charge on part, or all of a proposed benefit payment from the OM Wealth SIPP, and/ or
      • have transitional protection in the form of Primary Protection, Enhanced Protection, Fixed Protection 2012 or 2014 or Individual Protection and is taking benefits from the OM Wealth SIPP
      Download
    • Self-Invested Personal Pension (SIPP) transfer information form

      This form is an application to receive a transfer value from another registered pension scheme into an Old Mutual Wealth Self-Invested Personal Pension (SIPP). This form is supplementary to the Application Form completed by the transferring member.

      Download
    • Applying for your Old Mutual Wealth Self-Invested Personal Pension (SIPP) benefit options

      This form should be completed if you wish to start drawing benefits from your Self-Invested Personal Pension (SIPP), designate additional uncrystallised funds to your existing income drawdown fund (capped or flexible) or purchase a lifetime annuity. If you wish to take flexible drawdown benefits you must also complete a flexible drawdown declaration. For more information on the benefits available under your Self-Invested Personal Pension (SIPP), you should read the Key Features Document.

      Download
    • Additional contribution form

      Application form to be used to pay an additional one-off contribution or establish a regular monthly contribution by direct debit for an existing Old Mutual Wealth Self-Invested Personal Pension (SIPP).

      Download
    • Self-Invested Personal Pension (SIPP) direct debit instruction

      Use this form for direct debit instructions in support of an application.

      Download
    • Confirmation of verification of identity

    • Self-Invested Personal Pension Adviser Charging variation or additional payment form

      This form is to be completed and signed by the client to specify a level of adviser remuneration on an Old Mutual Wealth Self-Invested Personal Pension (SIPP).

      Download
    • Property questionnaire

      This form is to be completed and signed to provide Old Mutual Wealth with the necessary information to allow a registered pension scheme to make an investment in a proposed property.

      Download
    • Applying for your Old Mutual Wealth SIPP

      This is an application form to establish an Old Mutual Wealth Self-Invested Personal Pension (SIPP)

      Download
    • SIPP - Expression of Wish Form and Guide

      The Expression of Wish Form for the OM Wealth SIPP enabling clients to update who and how they wish death benefits under the OM Wealth SIPP to be provided. A guide is attached to help explain the options available.

      Download
    • Benefit Form - Annuity Purchase

      To be completed where a lifetime annuity is to be purchased under the Open Market Option facility within the OM Wealth SIPP and then link to the above document.

      Download

Key features and terms

    • Key features of your Old Mutual Wealth Self-Invested Personal Pension (SIPP)

      This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Old Mutual Wealth Self-Invested Personal Pension (SIPP). It describes the Old Mutual Wealth SIPP and its benefits along with the potential risks involved with this investment. There's also a list of questions and answers to help fill in the finer details. You should read this document in conjunction with a personalised Key Features Illustration and Terms and Conditions.

      Download
    • Details of your Old Mutual Wealth Self-Invested Personal Pension (SIPP) - terms and conditions

      Specific terms and conditions applicable to the Old Mutual Wealth Self-Invested Personal Pension (SIPP).

      Download

Guides and brochures

    • The Old Mutual Wealth SIPP charges and rates (Until 31st December 2016)

      Download
    • The Old Mutual Wealth SIPP charges and rates (From 1st January 2017)

      This document details the current charges and rates applicable to the Old Mutual Wealth SIPP.

      Download
    • Self-Invested Personal Pension scheme permitted investments

      This document sets out the investments currently allowable under the Old Mutual Wealth Self-Invested Personal Pension (SIPP).

      Download
    • Your Old Mutual Wealth Self-Invested Personal Pension (SIPP) benefits guide

      This guide has been designed to help you make the right choices when deciding what benefits to take from your Old Mutual Wealth Self-Invested Personal Pension (SIPP).

      Download

Support material

    • How the Old Mutual Wealth SIPP works

      This leaflet highlights some of the key processes relating to the Old Mutual Wealth SIPP.

      Download
    • Property notes for the Old Mutual Wealth Self-Invested Personal Pension

      This document sets out notes regarding the purchase of a commercial property via an Old Mutual Wealth Self-Invested Personal Pension (SIPP).

      Download
    • Self-Invested Personal Pension scheme guidance notes for commercial lenders

      This document contains guidance notes for commercial lenders regarding the Old Mutual Wealth Self-Invested Personal Pension (SIPP).

      Download
    • Self-Invested Personal Pension scheme guidance notes for solicitors

      This document contains guidance notes for solicitors regarding the Old Mutual Wealth Self-Invested Personal Pension (SIPP).

      Download
    • Self-Invested Personal Pension scheme guidance notes for surveyors

      This document contains guidance notes for surveyors regarding the Old Mutual Wealth Self-Invested Personal Pension (SIPP).

      Download
    • Self-Invested Personal Pension (SIPP) reasons why

      This document provides you with statements about particular features of the Old Mutual Wealth Self-Invested Personal Pension (SIPP) to help you compile your suitability letters.

      Download

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