Part of the STM Group

Resources

Self Invested Personal Pension

Individual Sipp

SIPP TERMS & CONDITIONS
SIPP PERMITTED INVESTMENTS
SIPP MEMBER RETIREMENT RISK WARNINGS
SIPP KEY FEATURES
SIPP GUIDE TO ACCESSING YOUR PENSION
SIPP FORWARD DECLARATION
SIPP FEE SCHEDULE
SIPP DRAWDOWN BENEFIT REQUEST FORM
SIPP Contribution Form
SIPP APPLICATION - DIRECT CLIENTS
SIPP APPLICATION - ADVISED CLIENTS

Self Invested Personal Pension

SIPP New Business Illustration Request - Direct Clients
SIPP New Business Illustration Request
SIPP BROCHURE
SIPP - GAA - Options Report 2020

Auto-Enrolment

Workplace Pensions

Workplace pensions explained
WORKPLACE PENSIONS EMPLOYER TERMS & CONDITIONS
WORKPLACE PENSION PARTICIPATION AGREEMENT
WORKPLACE PENSION MASTER TRUST INFORMATION
WORKPLACE PENSION FEE SCHEDULE
WORKPLACE PENSION EXPRESSION OF WISH FORM
WORKPLACE PENSION EMPLOYER NEW SCHEME FORM
WORKPLACE PENSION EMPLOYER GUIDE
Workplace Pension - Trustees Annual Newsletter 2020
Workplace Pension - Trustees Annual Newsletter 2019
Workplace Pension - Log In to the Portal - Member Information Sheet
Retirement planning and options
Options Workplace Pension - Opt Out form

Other Information

Options - Terms for introducing business clients to us
Options - Profile Form for firm or individual introducing business clients to us
  • Personal Savings.
  • Workplace.
  • Trusteeship.
  • Administration.
For SIPP, SSAS & Property Services call 0330 124 1505
For Workplace Pensions & Auto-enrolment call 0330 124 1510
About Us

We’re an independent pension administrator and professional trustee company. For the last 20 years, we’ve provided advisers and their clients with pension solutions to help save for a happy and secure retirement. What really sets us apart is our ability to craft solutions from products. For most providers, talking about SIPP, SSAS and other products is where the conversation ends. For Options, as a solutions provider, it’s where the conversation begins.

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