The IFGL SIPP is specifically available for non-UK resident individuals who wish to transfer in from their existing UK pension arrangements and who feel comfortable being able to make decisions on where the funds are invested.
The IFGL SIPP provides an extensive array of investment opportunities via platforms, managed portfolio services or Discretionary Fund Managers. It does not permit investment in non-standard investments, which are generally higher-risk, speculative and illiquid in nature.
Who's it for?
- Designed for international retail clients who are expatriate former UK residents who are now non-UK taxpayers
- For clients with at least £75k to transfer into a pension, and who may wish to consolidate existing pensions held elsewhere
- Designed for clients who have received financial advices on the suitability of the product based on the client’s objectives and personal circumstances
- Sold to customers in most of the regions that the Group operates
- Provides access to a wide range of investment options which are classed as ‘standard assets’ under the FCA standard asset definition
Available downloads
Application form
To be completed by the applicant and, where applicable, by the applicant’s appointed financial adviser.
DownloadBenefit election form
You may take benefits from your SIPP from age 55. If you think this may apply to you please obtain financial advice.
DownloadKey features
This document explains who the SIPP is for and the key features of the IFGL SIPP.
DownloadWhat is a SIPP?
A SIPP is a type of UK-registered personal pension designed for people who want to make their own investment decisions.
Download