New SIPP Application
- Click here to complete an online application form.
- Click here to download an application pack. This pack includes About our Services Document, Key Features, Our Fees and Charges, SIPP Terms and Conditions, Application Form and Intermediary Agreement.
- If you also want to start Income Withdrawal click here to download an Income Withdrawal Application (New Members Only).
Existing SIPP Member
- If you wish to commence Income Withdrawal click here to download a "SIPP - Taking Member Benefits Pack". This pack includes Key Features, Our Fees and Charges, Application Form and Money Made Clear Factsheet.
- If you wish to transfer existing pension funds into your Xafinity SIPP or your SimplySIPP please click here to download a transfer pack. This pack include Our Fees and Charges, an Application Form and an Intermediary Agreement.
If you wish to use the facilities provided by the Xafinity / Fundsdirect Platform choose from the following:
- Click here for an individual SIPP members' application pack. This pack includes Key Information, Terms and Conditions, Client Set Up Form and and Initial Payment Notification form.
- Click here for an Adviser application pack. This pack consists of an Adviser Agreement, Adviser Firm Application and Individual User Application.
Xafinity SIPP Services is authorised and regulated by the Financial Services Authority