SIPP Application Process

There are a number of steps involved in establishing an essential SIPP:

The main steps are:

• Complete an essential SIPP application form and return to Stadia Trustees Limited, accompanied by two forms of ID (please see application form for details)
• Complete and return the essential SIPP transfer form if you are transferring funds from an existing UK pension
• Once the application form and necessary transfer forms have been processed you will receive a letter of acknowledgement from Stadia Trustees Limited
• A Barclays SIPP Bank Account will be opened, where your essential SIPP fund will be held pending receipt of your investment instructions
• You will receive notification once the pension funds have been received into your SIPP
• Funds will be invested according to the investment instructions you provide to Stadia Trustees Limited. Visit www.sippwise.com for a range of suitable investments