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There have been recent developments surrounding in specie contributions, specifically on whether HMRC are prepared to grant tax relief on them.  Until such time that HMRC’s position is clarified we have suspended our ability to accept new in specie contributions.  

If you have any questions please give us a call – 01786 237 017

 

New SIPP application

Includes: Key Features, Our Fees and Charges, Terms & Conditions and Application form.

 

If you’d like to start taking your benefits immediately after you have joined, then you will also need to complete the following:

 

 

Existing members

 

If you wish to transfer existing pension funds into your Xafinity SIPP or your SimplySIPP complete the following:

Includes: Our Fees and Charges and an Application Form.

 

For more information and forms for Xafinity SIPP and SimplySIPP click here.

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Financial Adviser Centre

Please click here to visit our adviser centre.