Self Invested Pension Plan (SIPP). Tax efficient savings for the future. Transfer your exisitng pension benefits in to a new plan.

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Self Invested Pension Plan (SIPP).
| SIPP Key Features and Terms and Conditions.

These Key Features give you important information about your Wealthtime SIPP. They also include
a Questions and Answers section and the SIPP Terms and Conditions. Please read these carefully.

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Adobe Acrobat Reader 8 or above is required to view the literature in this section please download it here.

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Self Invested Pension Plan (SIPP).
| SIPP Benefit Payment Form.

This Form should be completed if you wish to start taking benefits from all or part of your SIPP. If you have already commenced benefits and you wish to alter the frequency or amount of income then please contact Wealthtime.

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Self Invested Pension Plan (SIPP).
| SIPP Evidence of Age Pro Forma.

This Form can be completed by an FCA Regulated Firm to verify the age of a Private Individual.
This pdf can be printed directly onto the FCA Regulated Firms letter headed paper.

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Self Invested Pension Plan (SIPP).
| SIPP Supplementary Contribution Application Form.

This Form should be completed if you wish to make a supplementary contribution to your SIPP. Please note if
you have Enhanced or Fixed Protection any contribution made to this SIPP means you will lose this Protection.

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Self Invested Pension Plan (SIPP).
| SIPP Record of Payments Due Form.

These Terms and Conditions give you important information about your Wealthtime Private Client Service and together with the Application Form represent a legally binding agreement between yourself and Wealthtime. Please read these carefully.

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Self Invested Pension Plan (SIPP).
| SIPP Transfer In Form.

This Form should be used when requesting a transfer from a previous pension scheme to your SIPP. If you have already completed the previous pension scheme's transfer out documentation there is no need to complete this Form.

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Self Invested Pension Plan (SIPP).
| SIPP Direct Debit Instruction.

Instruction to your Bank or Building Society to pay contributions into your SIPP by Direct Debit.
Please complete and return to Wealthtime.

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Self Invested Pension Plan (SIPP).
| SIPP Expression of Wish.

This Form should be completed to provide details of those people you would like
to receive any benefit payable under the Scheme on your death.

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Self Invested Pension Plan (SIPP).
| Retirement Options Fact Sheet.

This fact sheet provides information about some of the options available to you upon retirement.

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Self Invested Pension Plan (SIPP).
| SIPP Contribution Notes for Employers.

These Notes have been provided for Employers in respect of pension contributions to the SIPP.

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Self Invested Pension Plan (SIPP).
| HM Revenue and Customs SIPP Pension Liberation Leaflet.

This leaflet issued by HM Revenue and Customs explains what to look out for and potential tax consequences if you are thinking of transferring your pension scheme from ourselves.

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Self Invested Pension Plan (SIPP).
| Pensions Advisory Service Pension Scam Booklet.

This booklet issued by The Pensions Advisory Service explains what to look out for and potential tax consequences if you are thinking of transferring your pension scheme from ourselves.

The Wealthtime Private Client Service is administered by Wealthtime Limited, which is authorised and regulated by the Financial Conduct Authority.
Wealthtime recommends that before making a decision regarding this service and the investments you should contact your Financial Adviser.

Wealthtime Limited, The Oak House, Barford Lane, Downton, Salisbury, Wiltshire SP5 3QA T: 01725 512925 E: admin@wealthtime.co.uk

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