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Interactive Investor SIPP
Transfer Out Form
Please accept this as my authority to make a transfer from my Interactive Investor SIPP to the following arrangement:
Details of Receiving Scheme:
Name of Provider:
Address:
Telephone:
Email:
Policy Number:
Pension Scheme Tax Reference (PSTR) No:
Please attach a copy of the HMRC PSTR certificate
Type of Scheme:
Bank Name:
Sort Code:
Account Number:
Account Name:
Reference (if applicable):
Transfer Details
Reason for Transfer:
I wish the transfer to be on the following basis:
Transfer Method:
Cash Transfer
In Specie Transfer
Please tick one box only
With this option your existing provider
will sell your current holdings and
transfer the cash proceeds. If you
want to transfer your holdings intact,
please select the In Specie option.
Transferring an asset ‘in specie’ means transferring your
underlying holdings as they are, without having to sell
and repurchase them. This means you will remain invested
throughout the transfer process and your holdings
remain intact. You should note, however, that there will
be a short period when you cannot sell your holdings.
Transfer Amount:
Full Transfer
Partial Transfer
Please tick one box only
With this option you will transfer the
entire value of your existing pension.
With this option you will only transfer part of your
pension rights in a registered pension scheme,
leaving the remaining rights in your existing scheme.
Please specify amount to be transferred:
£
The Interactive Investor SIPP is provided by The Lifetime SIPP Company, which is authorised and regulated by the Financial Conduct Authority 464526.
Interactive Investor Trading Ltd is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange.
Registered Office: 1st Floor Standon House 21 Mansell Street London E1 8AA. Registered in England with Company Registration number 03699618.
Ref: II SIPP FORM2 0415
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Interactive Investor SIPP
Transfer Out Form
Declaration
I confirm that I have/have not (please delete as appropriate) sought independent financial advice in respect of the transfer of my
benefits from the Interactive Investor SIPP.
I confirm that if I am transferring any investments ‘in specie’ it is my responsibility to ensure that the receiving scheme will accept
the transfer.
I understand that due to the implications of Pension Liberation the transfer of benefits may take up to six months
to complete.
I confirm that I have not been offered a personal financial incentive to move my SIPP to a new provider.
I understand the receiving scheme may contact Interactive Investor in respect of my pension arrangement and give my authority
for you to release information and deal direct with the receiving team.
I am fully aware of the implications of the transfer.
I am aware of Interactive Investor’s transfer out charges and that these fees are payable prior to the transfer being completed. I
am also aware that full annual administration charges will apply to any benefits that are not transferred.
Signed:
Print Name:
Interactive Investor Account No:
SIPP Scheme No:
Date:
Transfer Out Additional Information where the receiving scheme is a Small Self Administered Scheme (SSAS) or an
Occupational Scheme
Please provide the following documentation, obtainable from your new provider: (tick the respective boxes to indicate which
documents you have enclosed with this transfer authority)
A copy of the HMRC PSTR certificate.
A certified copy of the scheme administrator’s HMRC registration certificate.
A certified copy of the scheme’s Trust Deed and Rules.
Confirmation of the Trading Status of the sponsoring employer.
Confirmation of the relationship of the transferring member and the sponsoring employer.
Please be aware that, prior to any transfer, written validation of the receiving scheme will be sought from HMRC. We will be
unable to commence the transfer until validation has been received.
Please return the completed form to:
Interactive Investor SIPP,
Interactive Investor,
1st Floor, 2 West Regent Street,
Glasgow G2 1RW
Tel: 0845 200 3637
The Interactive Investor SIPP is provided by The Lifetime SIPP Company, which is authorised and regulated by the Financial Conduct Authority 464526.
Interactive Investor Trading Ltd is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange.
Registered Office: 1st Floor Standon House 21 Mansell Street London E1 8AA. Registered in England with Company Registration number 03699618.
Ref: II SIPP FORM2 0415
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