This site is for financial advisers only, Click here for the consumer site.

Share

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

Financial Adviser Verification