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All of the paperwork clients need to apply for a Dentons SIPP is outlined below and is available to download. Alternatively the application forms can be completed online. Please note, however, that the printed version will still be required to be sent to us. 

Or call us on 01483 521521 and we can send an application pack out to you.


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 we require confirmation that a suitably qualified financial adviser has recommended that the client makes the transfer, along with details of the name and company of the person who has provided this recommendation. Our 'Transfers from schemes offering safeguarded benefits' form must be fully completed and accompany the client's SIPP application. We are only able to process a safeguarded benefits transfer when we are in receipt of the fully completed application forms, including the above. From the date of receipt, we will require a minimum of 7 working days prior to the transfer expiry deadline.

 

To download information regarding the Dentons SIPP, please click on the links below:

 

When completing the forms outlined below, please use the contents/checklist section inside the front cover of the application form to ensure all of the questions have been answered and all of the information provided, as requested:

  1. SIPP Application (The Member must state their FULL NAME including middle name(s) (if applicable) on all sections of the Declaration of Sub Trust and 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, or make any alterations. Please note: We may require additional proof of identity for a UK national living abroad or a foreign national.
  2. Mandatory Default Bank Account Mandate (Please read the FSCS Information Sheet). Please ensure all information is completed especially in Section 5 to include occupation and in Section 10, middle names (if applicable).
  3. If appropriate, Employer’s Record of Contributions.

Please Note: All documents must be returned fully completed - and signed where appropriate - before we can establish a client's SIPP. 
For Direct clients only, a cheque for £420 (made payable to 'Dentons Pension Management Limited') will be required.

We will need to see original documents for money laundering/identity verification purposes or, alternatively, copies certified by an FCA regulated individual.

Failure to provide any of the required documents will result in a delay to the establishment of the SIPP.

If you need any help completing the forms, please contact Sales & Marketing on 01483 521521.

01483 521521