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Opening a new SIPP
Terms and conditions [561 KB .pdf]
A copy of the terms and conditions for the AJ Bell Platinum SIPP.National Client Identifier hierarchy table [110 KB .pdf]
This table provides details on the National Client Identifiers that are required for different client nationalities.Attorney and deputy information form [157 KB .pdf]
Use this form to notify us of any Attorneys or Deputies associated with the account.
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Purchasing property
Property notes [60 KB .pdf]
Sets out the issues involved in purchasing a commercial property via your SIPP.Property questionnaire [221 KB .pdf]
Allows us to consider whether a proposed property purchase would be an acceptable investment.Guidance notes for solicitors [288 KB .pdf]
Information for solicitors appointed to advise on the purchase of a commercial property within a SIPP.Guidance notes for surveyors [90 KB .pdf]
Information for surveyors appointed to advise on the purchase of a commercial property within a SIPP.Guidance notes for commercial lenders [106 KB .pdf]
Information for commercial lenders appointed to advise on the purchase of a commercial property within a SIPP.
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Funding your SIPP
Transfer form [75 KB .pdf]
Gives your authority to transfer benefits from another registered pension scheme.Transfer in drawdown form [201 KB .pdf]
This form should be completed if you wish to transfer a pension to an AJ Bell Platinum SIPP from which you have already started taking benefits.Additional contribution form [65 KB .pdf]
Use this form to make an additional contribution to your SIPP.
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Taking money out of your SIPP
Benefits guide [124 KB .pdf]
Describes your benefit options, including lump sums, income drawdown and lifetime annuities.Capped drawdown to flexi-access drawdown conversion form [214 KB .pdf]
Must be completed if you wish to convert capped drawdown arrangements to flexi-access drawdown.To be completed if you have registered for enhanced, primary or one of the fixed or individual protections, or your unused lifetime allowance is less than the value of benefits being crystallised under your SIPP, along with the relevant benefit form.Payment authorisation form [52 KB .pdf]
This form authorises the Trustee to make payments from the Bank of Scotland SIPP Account.This form authorises the Trustee to make the payment described below from the Bank of Scotland SIPP Account to the AJ Bell Youinvest Dealing Account or the AJ Bell Investcentre General Investment Account held in the name of the Platinum SIPP.Disinvestment request form [40 KB .pdf]
This form authorises the trustees to request the return of cash from an investment.
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Death benefits
Expression of wishes guide and nomination form [163 KB .pdf]
Your expression of wish helps us to decide who you would like to pass your pension funds on to after your death.Maximising benefit flexibility on death [228 KB .pdf]
This guide explains the changes made to our Expression of wishes guide and nomination form and how to complete it.
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Literature for advisers
Adviser handshake [122 KB .pdf]
Sets out the terms upon which we will accept SIPP business from a financial adviser.Adviser charging agreement [150 KB .pdf]
Authorises us to pay adviser charges to your financial adviser.Adviser charging variation and additional payment form [133 KB .pdf]
Describes and authorises changes to existing adviser payments and also gives consent for the payment of additional one-off fees.AJ Bell SIPP due diligence [79 KB .pdf]
An in-depth view of our business model and essential information to help with your research or due diligence.
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SIPP literature
Carry forward guide [36 KB .pdf]
Information on how to carry forward unused pension contribution entitlement from previous years.