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Select SIPP

Alliance Trust Select SIPP

Literature Centre

Here are the documents you will need when opening a new Select SIPP or transferring to an Alliance Trust Select SIPP.

Select SIPP Application Pack

Before downloading the application or transfer form, please ensure you have read and retained the Contractual Terms (PDF 190k).

 

Click here for the Select SIPP Application Form (PDF 580k)

Click here for the Select SIPP Application Form for Children (PDF 513k)

Click here for the Alliance Trust Select SIPP Charging Schedule (PDF 50k)

Click here for the Alliance Trust Select SIPP Brochure (PDF 250k)

Click here for the Alliance Trust Select SIPP Transfer In Request Form (PDF 50k)

Click here for the Alliance Trust Key Features (PDF 310k)

Click here for the Select Pension Handbook (PDF 150k)

Click here for the Key Features of the Select Pension (PDF 80k)

Click here for the OEIC and Unit Trust Key Features (PDF 450k)

Click here for the Investment Instruction Form (PDF 50k)

Click here for the Interest Rates Sheet (PDF 30k)

Click here for the Conflicts of Interest Policy (PDF 23k)

Click here for the Order Handling Policy (PDF 40k)


Employer Forms

Employer Contributions Consent Form (PDF 60k)

Select Pension Guide for Employers (PDF 44K)

Employers Record of Payments Due Form (PDF 30K)


Other Forms

Click here for the Direct Debit Form (PDF 75.5k)

If the form you require is not listed above please contact us
 





The pension products and services referred to on this page are provided by Alliance Trust Savings Limited, authorised and regulated by the Financial Services Authority.


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Before you complete your SIPP application, we strongly recommend you read and understand the Select Pension: - Key Features, Handbook, Contractual Terms and Charges.