ii SIPP
Manage your SIPP account online and download useful forms
It is quick and easy to manage most of your ii SIPP account features online.
Where we provide pdf or paper forms, please be aware that they will take longer to process than if you complete the process online.
Click on the headings below to find the action you are looking for.
You can then click on each action for more details.
The ii SIPP is aimed at clients who have sufficient knowledge and experience of investing to make their own investment decisions and want to actively manage their investments. A SIPP is not suitable for every investor. Other types of pensions may be more appropriate. The value of investments made within a SIPP can fall as well as rise and you may end up with a fund at retirement that’s worth less than you invested. You can normally only access the money from age 55 (age 57 from 2028). Prior to making any decision about the suitability of a SIPP, or transferring any existing pension plan(s) into a SIPP we recommend that you seek the advice of a suitably qualified financial adviser. Please note the tax treatment of these products depends on the individual circumstances of each customer and may be subject to change in future.