If you’re an existing IWeb SIPP customer our useful forms might make it easier to manage the day to day running of your account.
Pensions are a long-term investment. The retirement benefits you receive from your pension account will depend on a number of factors including the value of your account when you decide to take your benefits which isn't guaranteed, and can go down as well as up. The value of your account could fall below the amount paid in. Tax treatment depends on individual circumstances and may be subject to change in the future.
Additional Contribution Form (PDF, 100 KB)
You will need to complete this form for all single contributions made to your SIPP. Single contributions can be made by electronic bank transfer or by cheque. The bank details to make an electronic payment are included in the form.
If you want to start a regular monthly contribution, you will need to complete this form and a Direct Debit Instruction (PDF, 55 KB).
Carry Forward Guide (PDF, 64 KB)
Carry forward may allow you to contribute more than the annual allowance without incurring tax charges. Through carry forward, contributions that exceed the annual allowance in one tax year can use up any unused annual allowance from the previous three tax years, using the earliest tax year first.
Expression of Wishes Form (PDF, 76 KB)
One of the benefits offered by your pension is the ability for the funds held in your SIPP to be passed on to others after your death. Your expression of wishes helps us to decide who you would like to pass those funds on to after your death.
Dealing and stock broking administration services are provided by the IWeb Share Dealing Service which is operated by Halifax Share Dealing Limited. Registered in England and Wales No. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.