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This section contains literature to help you with all aspects of SIPPs and SSASs.

As SIPPs and SSASs are in most cases identical products, the guidance notes, forms and case studies apply equally to both unless specifically indicated.

If you require further information on any specific area of a SIPP or SSAS, please get in touch with your usual contact at Curtis Banks or call us on (0117) 9107910 and we will be pleased to help.

The Curtis Banks SIPP

SIPP Brochure
PDF | 1Mb
Interactive SIPP Application Form
PDF | 517Kb
SIPP Key Features Document
PDF | 163Kb
SIPP Fee Schedule
PDF | 89Kb
SIPP Service Levels
PDF | 42Kb
SIPP Terms & Conditions
PDF | 98Kb

The Curtis Banks SSAS

The Curtis Banks Group SIPP

Group SIPP Application Form
PDF | 450Kb
Group SIPP Key Features Document
PDF | 184Kb
Group SIPP Fee Schedule
PDF | 102Kb
Group SIPP Terms & Conditions
PDF | 155Kb

Guidance Notes

Investments
PDF | 100Kb
Group SIPP Guidance
PDF | 149Kb
Benefits
PDF | 296Kb
Flexible Drawdown
PDF | 62Kb
Contributions
PDF | 96Kb
Transfers
PDF | 60Kb
Property
PDF | 160Kb
Property Disbursements
PDF | 100Kb
Lifetime Allowance
PDF | 72Kb
Unquoted Equities
PDF | 72Kb
In Specie Payments
PDF | 72Kb
Loans from a SIPP or SSAS
PDF | 88Kb
Scheme Pensions
PDF | 76Kb
Protected Rights
PDF | 48Kb
Trustees Rights and Responsibilities
PDF | 157Kb

Forms

IFA Terms of Business
PDF | 116Kb
SIPP Transfer Form
PDF | 60Kb
Expression of Wish Form
PDF | 48Kb
Property Questionnaire
PDF | 136Kb
Unquoted Equity Questionnaire
PDF | 104Kb
Direct Investment Questionnaire
PDF | 60Kb
Benefit Quotation Request
PDF | 100Kb
Flexible Drawdown Declaration
PDF | 203Kb
In Specie Contribution Declaration
PDF | 105Kb
Loan Questionnaire
PDF | 168Kb

Case Studies

Property Purchase
PDF | 68Kb
Scheme Pension
PDF | 52Kb
Group SIPP
PDF | 149Kb