SIPP and pensions guide
Making contributions to your SIPP
Personal contributions
- Contributing to your SIPP by debit card
- Contributing to your SIPP by Direct Debit
- Transfer cash from your Trading Account to your SIPP
- Contributing to your SIPP by bank transfer
- Arranging for someone else to contribute to your SIPP
Employer contributions
Taking an income from your SIPP
- Update your nominated bank account details
- Take a tax-free lump sum
- Take an UFPLS lump sum
- Move all or part of your SIPP into a drawdown pot and take income
- Take / amend regular income from an existing drawdown pot
- Take a one-off payment from an existing drawdown pot
- Choose an investment strategy when going into drawdown
- Buy an annuity (not available through ii)
Pension transfers
- How to transfer a pension to ii
- Declare financial advice about your transfer
- Choose an investment strategy for a pension you are transferring which is already in drawdown
- Types of pension you can transfer to ii
- How to request an update about your transfer
- How long do transfers take?
- Questions your pension provider might ask when you transfer
- Types of investment you can transfer
Useful pension information
- Expression of wishes - nominate beneficiaries for your SIPP
- Paying for financial advice
- Lifetime allowance (abolished 6 April 2024)
- Lump sum allowances (introduced 6 April 2024)
- Month 1 tax
Taking an income from your pre April 2015 capped drawdown SIPP
Transferring your SIPP to another provider
- Transfer your ii SIPP to a: SIPP, Personal Pension, Stakeholder Pension, Public Service Pension Scheme, Master Trust Scheme, Collective Money Purchase Scheme, Annuity Provider.
- How to transfer your ii SIPP to a Small Self-Administered Scheme (SSAS) or an Occupational Pension Scheme
- How to transfer your ii SIPP to a Qualifying Recognised Overseas Pension Scheme (QROPS)