• SIPP Key Facts
• Charges Guide Post February 1 2017
• Platform Guide
• Get Connected Guide
• SIPP Application Form
• FSCS Important Information sheet
• SIPP Scheme Rules
• Terms and Conditions

• Inter-Account Transfer Form

We are currently in the process of introducing new technology to support transfers and to make the process faster and easier for our customers. To aid this transition, we are only accepting cash transfers from new customers at this time.

Existing Best Sun Credit Union customers can continue to transfer in-specie.

• SIPP Instruction Form

• Pension Changes 2015
• SIPP Accessing Your Pension Savings Guide
• SIPP Guide for Employers

• Compensation Statement
• Complaints Handling Procedure
• Conflicts of Interest Policy
• Identification Requirements Guide
• Order Execution Policy
• Interest Rate Table
• Tax Tables
• Personal identifier reference list

• Change of Address Form
• SIPP Accessing Your Pension Savings Form
• SIPP Annuity Purchase Form
• SIPP Cancellation Notice
• SIPP Employer Contributions Consent Form
• SIPP Expression of Wish Form
• SIPP Receiving Scheme Warranty
• Third Party Authority Form
• ATS Appropriateness Assessment – Complex Investments

• Generic Investment Illustrations
• List of Funds – Clean Share Class
• List of Equities
• List of Exchange Traded Products
• List of Investment Trusts