How to transfer your ii SIPP to a Small Self-Administered Scheme (SSAS) or an Occupational Pension Scheme

The following instructions are for transfers to a Small Self-Administered Scheme (SSAS) or an Occupational Pension Scheme.

Click here for instructions on how to transfer to a: Self-Invested Personal Pension (SIPP), Personal Pension, Stakeholder Pension, Public Service Pension Scheme, Master Trust Scheme, Collective Money Purchase Scheme, Annuity Provider.

Click here for instructions on how to transfer to a Qualifying Recognised Overseas Pension Scheme (QROPS).

How to transfer your ii SIPP to a Small Self-Administered Scheme (SSAS) or an Occupational Pension Scheme

The first thing you should do if you want to transfer your ii SIPP is to contact your new provider.

• Download a Transfer out form – SSAS or Occupational. 
  You can type directly into the text boxes. Alternatively, you can print the form and fill it in by hand. 

• Section 1 - Pension Wise Guidance

  If you’re aged 50 or older, we need to know if you have had an appointment with Pension Wise to discuss your pension transfer options or if you wish to proceed with the transfer without having guidance. Please tick the relevant boxes to confirm. Click here for more information on guidance from Pension Wise.

• Section 2 – Transferring out
  We need to know why you want to transfer your SIPP from ii. Please select a reason(s) or provide more details.

• Section 3 – Account holder’s details

  Complete this section with your personal, contact and account details.

  If you have received advice in relation to the transfer, please select Yes, provide the details of the adviser, and move to the next section. Otherwise, please select No and move to the next section.

• Section 4 – Type of receiving scheme and receiving scheme administrator details

  Select the type of pension scheme that you are requesting a transfer to.
  You must provide the additional information that is requested on the form to evidence the employment link between you and the receiving scheme. Please return the additional information with the completed transfer form.
  Complete the details of the receiving scheme.

• Section 5 – Transfer details

  Select how you wish to transfer out the investments in your SIPP.

  If you are transferring investments, in full or specific ones only, please list these on a separate sheet and return with the completed transfer form.

• Section 6 – Account holder’s declaration

  Please read the declaration. Then sign and date the section.

• Section 7 - To be completed by the receiving scheme administrator

  Send the transfer form to the receiving scheme administrator for them to complete this section.

• Section 8 – Investment services provider’s details

  Complete this section if the pension scheme is provided by one company, and the investment/trading services are provided by a separate online stockbroker or platform service.

• Next steps

  When the transfer form is complete, please return to us together with any additional information that has been requested.

  Please send us a secure message from your online account and attach the documents.

  Or you can post the documents to: Transfers Team, interactive investor, 2nd floor, One Embankment, Neville Street, Leeds, LS1 4DW.