SIPP guides & forms

 

Here are the forms you'll need to apply for, and manage, a SIPP with Xafinity.  Simply click on the section below relevant to you.  If you can’t find what you need, then please contact us.

 

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 clients

If you don’t already have a SIPP with us and want to join either the Xafinity SIPP or Simply SIPP, please find the forms you need below.

You should also read our comprehensive SIPP Handbook which tells you about how a SIPP works and the investments you can hold.

 

Contributions

These forms are for existing SIPP members wishing to pay contributions.

Transfers in

This form is for existing Xafinity SIPP members.

Commercial property

Below is our full guide relating to the purchase of property under your SIPP that also covers leasing and property sale.  Please read this and complete the relevant forms for us to consider any proposed property transactions.


Property Guide

At retirement - taking your benefits

You'll need to complete these forms when you want to take your benefits.  Please read the SIPP handbook for further information.

Other investments

​Non-standard investments, unlisted shares & loans

Please refer to the SIPP member handbook for guidance on these types of investment.

Other information about Xafinity SIPP

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SIPP Glossary

View the SIPP Glossary.

Apply Now!

Click here to apply for a Xafinity SIPP.