You will need to complete the following forms when setting up The Pointon York SIPP:
- SIPP Application Form - this needs to be read in conjunction with Fact Sheet 1 'Contributing to your SIPP' and Fact Sheet 2 'Annual Allowance'
- Money Laundering Information - I have an IFA (Form ML(A))
- Money Laundering Information - I have no IFA (Form ML(B))
The Pointon York SIPP will allow you to:
- Transfer of Benefits - Final Salary/Defined Benefit (Form TB1)
- Transfer of Benefits - Money Purchase (Form TB2)
- Transfer of Benefits from another pension scheme (Form TV - please speak to a member of our Relationship Team for this form)
- Transfer benefits through income withdrawal from another pension scheme (Form TVID - please speak to a member of our Relationship Team for this form)
- Make regular contributions via a Standing Order (Form STO)
- Investment instructions
- Invest in Commercial Property (Form PP)
Disclaimer: information contained on this website was published prior to the new regulations relating to higher rate tax payers announced in the April 2009 Budget. It should be noted that higher rate tax payers whose total income (NOT just earnings) is £150,000 per annum and above, will not be entitled to tax relief at 40% from 6 April 2011. Interim measures were brought in with effect from the date of the Budget, 22 April 2009, to prevent people from pre-empting the change and maximising their funding until April 2011. Details of our current understanding of the new legislation and the interim measures are contained in a Technical Bulletin which will be available shortly.