Alliance Trust Select SIPP
Literature Centre
Here are the documents you will need when opening a new Select SIPP or transferring to an Alliance Trust Select SIPP.
Select SIPP Application Pack
Before downloading the application or transfer form, please ensure you have read and retained the Contractual Terms (PDF 190k).
Click here for the Select SIPP Application Form (PDF 580k)
Click here for the Select SIPP Application Form for Children (PDF 513k)
Click here for the Alliance Trust Select SIPP Charging Schedule (PDF 50k)
Click
here for
the Alliance
Trust
Select
SIPP Brochure
(PDF 250k)
Click here for the Alliance Trust Select SIPP Transfer In Request Form (PDF 50k)
Click
here for
the Alliance
Trust
Key Features
(PDF 310k)
Click
here for
the
Select Pension Handbook (PDF 150k)
Click
here for
the
Key Features of the Select Pension
(PDF 80k)
Click
here for
the OEIC
and Unit
Trust
Key Features
(PDF 450k)
Click
here for
the Investment
Instruction Form
(PDF 50k)
Click here for the Investment Choice Booklet (PDF 232k)
Click
here for
the Interest
Rates
Sheet
(PDF 30k)
Click here for the Conflicts of Interest Policy (PDF 23k)
Click here for the Order Handling Policy (PDF 40k)
Employer Forms
Employer Contributions Consent Form (PDF 60k)
Select Pension Guide for Employers (PDF 44K)
Employers Record of Payments Due Form (PDF 30K)
Other Forms
Click here for the Direct Debit Form (PDF 75.5k)
If the form you require is not listed above please contact us
The pension products and services referred to on this page are provided by Alliance Trust Savings Limited, authorised and regulated by the Financial Services Authority.
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Before you complete your SIPP application, we strongly recommend you read and understand the Select Pension: - Key Features, Handbook, Contractual Terms and Charges.