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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

Financial Adviser Verification