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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
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Financial Adviser Verification