Forthplus SIPP

The Forthplus SIPP

iPensions Group’s acquisition of the Edinburgh-based SIPP provider and administrator enables members to transfer to a company with over two decades of experience in UK and international pensions. The scheme members will benefit from our deep technical expertise and our commitment to administrative excellence. With an awarding winning and well-established SIPP administration team, members will be supported by the highest standards of personal service. The acquisition of the Forthplus SIPP builds on iPensions Group’s growth strategy. Read more about the acquisition here.

The Forthplus SIPP supports advisers in facilitating clients’ retirement needs:

UK and non-UK residents are able to choose from a wide range of investments, in line with our investment policy.
Appoint highly experienced professional trustees to hold the assets.
Administer assets in line with UK regulations.
Easily identify accurate costs with fixed and transparent pricing.

The Forthplus SIPP helps clients:

Consolidate pension benefits.
Manage their investment portfolio in line with their retirement objectives, irrespective of where the client retires.
Accepts qualifying contributions.
Flexible benefits available from the age of 55.

Investment Options

FCA standard assets only
UK quoted stocks, shares, gilts and debentures
Stocks and shares traded on an HMRC recognised overseas stock exchange
Futures and options relating to shares quoted on a recognised stock exchange
Bank and building society accounts
Unit trusts, investment trusts and Open-Ended Investment Companies
Insurance company funds

Product literature and forms

Advisers only

Forms found below must only be used if you are an Adviser.

Important literature

Key Features Document

Terms of Business

Investment Guidelines

Fee Schedule

Understanding DB Transfers

Adviser portal features

It’s quick and easy to complete applications, submit instructions and make updates online. Please log in to the secure Adviser Portal to access the features below

Additional Transfer

Pension Commencement Pension Lump Sum (PCLS)

Uncrystallised Funds Pension Lump Sum (UFPLS)

Flexi Access Income Including Full Surrender

Capped Drawdown Income Request

Update Address

Dealing Instruction

Adviser Login

Forms available to download

Please download the relevant form below, fill, sign and email them to our team at sipp@ipensionsgroup.com

Change of Adviser

Change of Bank Account

Additional Contributions

Investment Risk Profile

Transfer Out Request – UK Registered Scheme

Transfer Out Request – Overseas Pension Scheme

Members area

Forthplus SIPP is an adviser led product, if you do not have an appointed adviser please contact our team who will be happy to help and provide support.

Important literature

Key Features Document

Terms of Business

Investment Guidelines

Fee Schedule

Understanding DB Transfers

Member portal features

You can keep your details up to date via your secure portal account. If you do not already have an account, please email us at sipp@ipensionsgroup.com

Update Address

Update contact details

Expression of Wishes and Nomination

Member Login