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Literature.

We have a range of brochures, fact sheets, forms and guides that will help you find out more about self invested pensions and Dentons: please scroll down and click on the relevant tab below.

About Dentons

5 star winner Financial Adviser Service Award 2016

Please review our Investment questionnaires section below to ensure you complete, and submit for approval, any proposed investment forms prior to establishing a SIPP or SSAS with Dentons.

You can now apply for a SIPP ONLINE or you can complete the relevant forms outlined below.

SIPP Provider Financial Stability Report - Dentons and SIPP Due Diligence 2017


Dentons' Permitted Assets

Please note: Acceptance of safeguarded benefits transfers (including defined benefit/final salary)
Before accepting a transfer from a scheme with safeguarded benefits into a Dentons SIPP or SSAS we require that independent advice has been sought from a suitably qualified individual, along with details of the name and company of the person who has provided this advice. Our 'Transfers from schemes offering safeguarded benefits' form must be fully completed and accompany your SIPP or SSAS application.

If you have any further questions, please contact the Sales & Marketing team or one of our Pension Consultants on 01483 521521.

Dentons SIPP

Please find below some general information about the Dentons SIPP:

SIPP Brochure

SIPP Key Features

SIPP Fee Schedule

To apply for a Dentons SIPP, please complete the following two documents and return to Dentons along with any relevant supplementary questionnaires and anti-money laundering as outlined in Section 6 of the application form:

1.  SIPP Application form (colour)

(The Member must state their FULL NAME (including middle name(s) if applicable) in all sections of the Declaration of Sub Trust and throughout the application form, eg David Frank Murray. The Declaration of Sub Trust is a legal document therefore please do not use abbreviations such as Dave.)
Please note: We may require additonal proof of identity for a UK national living abroad or a foreign national - please conatct us for more information.


2.   Default Bank Account  (please read the FSCS Information Sheet). Please ensure that all details are fully completed especially on Section 5 to include occupation, and on Section 10, to include middle names (if applicable).
For Direct Clients only: a cheque for £420 to cover the establishment charge (made payable to 'Dentons Pension Management Limited') is required.


Please note: You, or your client, can now complete an application form online.

Other forms, if required:

SIPP Non Standard Investment Declaration

Employer’s Contribution Schedule


Transfer information and request form

Form of nomination


Transfers from schemes offering safeguarded benefits - SIPP

Statement for certification of Sophisticated & HNW investors

 

Dentons SSAS

Please review the general SSAS literature below and complete the relevant forms for a new or takeover SSAS:

SSAS Brochure

SSAS Terms of Business

SSAS Fee Schedule

SSAS Due Diligence

Please review our Investment questionnaire section to ensure you complete, and submit for approval, any relevant investment form(s) prior to establishing your SSAS with Dentons.

If applicable:

Statement for certification of Sophisticated & HNW investors

Transfers from schemes offering safeguarded benefits - SSAS

Dentons SSAS Non Standard Investment Declaration


New SSAS

Please read the New SSAS establishment procedure document and complete New SSAS Pro formas and return to Dentons.

      

Takeover SSAS

Please read the SSAS Takeover Guide; complete the following Proforma and return to Dentons:

SSAS Takeover Guide

SSAS Takeover Pro forma


 

Investment questionnaires


If you are considering one of the following investments please download, complete and return the relevant form to us for prior approval:
 

Commercial property


Commercial Property Questionnaire - this must be completed for ALL proposed property investments

 

SIPP loans to unconnected parties


SIPP loans to unconnected parties
 

Unquoted equities:


Investment Instruction -SIPP Unquoted Equities

SIPP Non Standard Investment Declaration


Investment Instruction -SSAS Unquoted Equities

SSAS Non Standard Investment Declaration

 

Collectives:
 

Investment Instruction -SIPP Collectives

Investment Instruction -SSAS Collectives

01483 521521