All of the paperwork your clients need to apply for a Dentons SIPP is outlined below and is ready for download. Alternatively, you, or your client, can complete the application forms 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 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.
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 your client has answered all of the questions and provided all of the information as requested:
- Application (colour 612kb) (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. Please note: we may require additional proof of identity for a UK national living abroad or a foreign national.
- Default Bank Account Mandate (Please read FSCS Information Sheet). Please ensure all information is completed especially on Section 5 to include occupation and on Section10, middle names (if applicable).
- If appropriate, Employer’s Record of Contributions
Please Note: All documents must be returned fully completed - and signed where appropriate - before we can establish the Dentons 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 one of our Pension Consultants on 01483 521521.