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Find out more about our products and services

All our documentation, including fact sheets, terms and conditions and application forms for our products is available for download by accessing the links below:

 

Freedom SIPP

Our Freedom SIPP is a flexible pension wrapper allowing customers to consolidate existing pension arrangements and continue to build up their savings.

 
Important changes – General Data Protection Regulations – Our Client Terms and Conditions have been updated to incorporate the new data protection rules called the General Data Protection Regulations (EU) 2016/679, otherwise known as GDPR, which comes into effect in the UK on the 25th of May 2018. GDPR is a new set of rules designed to give EU citizens more control over their personal data. The reforms are designed to update the laws and obligations surrounding personal data, privacy and consent to better reflect the world we are living in and the increased use of digital technology. Please refer to our updated Privacy Notice for further information.

Important changes to our Client Terms and Conditions – Our Client Terms and Conditions have been updated to incorporate the new data protection rules called the General Data Protection Regulations (EU) 2016/679, otherwise known as GDPR, which comes into effect in the UK on the 25th of May 2018. Please refer to our updated Privacy Notice for further information. In addition to the GDPR changes, a new section has been added to allow the trustee to exercise its fiduciary power to administer and or sell down assets within the scheme, in the event the trustee deems such action to be in the best interests of the pension scheme or pension scheme members.

Other useful forms

Access to Socially Responsible Portfolios is available through the Freedom SIPP.