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  • New SIPP Application
    • Click here to complete an application online.
    • Click here to download an application pack.  This pack includes About our Services Document, Key Features, Our Fees and Charges,  Administration Services Agreement, Application Form and Intermediary Agreement.
    • If you also want to start Income Withdrawal click here to download an Income Withdrawal pack. This pack consists of Key Features, Our Fees and Charges,  Application Form, Intermediary Agreement and Money Made Clear Factsheet.
  • Existing SIPP Member
    • If you wish to commence Income Withdrawal click here to download an Income Withdrawal pack. This pack includes Key Features, Our Fees and Charges,  Application Form, Intermediary Agreement and Money Made Clear Factsheet.
    • If you wish to to transfer existing pension funds into your Xafinity SIPP please click here to download a transfer pack. This pack includes Our Fees and Charges,  Application Form and Intermediary Agreement.
  • Funds Supermarket
    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.

SIPP Glossary

View the SIPP Glossary.

 

SIPP Centre

Click for the SIPP Centre.