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The USA SIPP

The dedicated USA solution

Designed specifically for USA expatriates, USA residents who want a UK registered pension scheme and any USA-connected people.

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

  • USA connected people* 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 USA 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

  • Quoted stocks, shares, gilts and debentures
  • Shares quoted on the Alternative Investment Market
  • Stocks and shares traded on an HMRC recognised overseas stock exchange
  • Futures and options relating to shares quoted on a recognised stock exchange
  • Hedge funds
  • Bank and building society accounts
  • Unit trusts, investment trusts and Open-Ended Investment Companies
  • Insurance company funds

*USA-connected people include:

  • Anyone with at least one US citizen parent, even if the pension member was born outside the US
  • Green card holders, even if the green card has expired
  • Other visa holders living in the US
  • Anyone who is a tax resident
  • Anyone with an immediate family member who’s a US citizen, including by marriage

Product literature and forms

Key Features Document

Terms of Business

Investment Guidelines

Understanding DB Transfers

Fee Schedule

The USA SIPP Application Form 

PCLS Request Form

UFPLS Request Form

Flexi Access Income Request Form

Flexi Access Income Full Surrender

Capped Drawdown Income Request

Additional Transfers

Additional Contributions

Change of Bank Account

Change of Address and Contact Details

Investment Risk Profile

Transfer out request – UK Registered Scheme

Transfer out request – Overseas Pension Scheme

Expression of Wishes and Nomination

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iPensions Group

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iPensions Group, Second Floor, Marshall House,

2 Park Avenue, Sale, United Kingdom, M33 6HE

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This website is intended for use by professional advisers.

iPensions Group Limited is registered in England and Wales with Company Number
03683070 whose registered office is at 2nd Floor Marshall House, 2 Park Avenue, Sale M33 6HE.
Authorised and regulated by the Financial Conduct Authority, Licence Number 464521.

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