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How to Apply and manage your SIPP

We would recommend that you consider discussing your requirements with a financial adviser if you are looking to invest in a Full SIPP.

There are a number of forms that we need to have completed to open a Full SIPP for you, for ease of use we have included them all in our Full SIPP application pack. If your application also includes transfers from another pension plan, please ensure you complete a transfer form for each transfer payment.

How can I make payments?

If you or your employer would like to contribute to your SIPP, simply complete and return a contribution form then send us the payment by cheque or BACS.

Investment Choice and How to Deal in Investments

Our Full SIPP offers a wide range of investment options.

In summary you can:

  • Hold investments with Discretionary Investment Managers, stockbrokers or fund supermarkets
  • Purchase a commercial property
  • Purchase other investments (e.g. unquoted shares)

To deal in these investments you or your adviser can contact our Client Services team on 01382 573737 or by writing to us at:

Alliance Trust Savings Limited
PO Box 164
8 West Marketgait
Dundee
DD1 9YP

Risk Warnings

Please remember the value of your investments and any income from them can go down as well as up and you may get back less than the amount you originally invested. Tax rules may change in the future and taxation will depend on your personal circumstances. All investments carry an element of risk, which may differ significantly. If you are unsure as to the suitability of any particular investments, you should seek professional financial advice.