While our OneSIPP is closed to new clients, your existing former CASLP clients can continue to top up their self-invested personal pension.
Our SIPP still offers the flexibility of investment and all within HMRC’s guidelines and the FCA’s permitted linking rules. So your existing former CASLP clients will continue to benefit from a wide range of options to invest in, such as shares, gilts, discretionary management and commercial property, subject to being permitted by HMRC.
Flexibility in retirement
When your clients decide to take their benefits, they can choose to take part of their pension fund and leave the rest invested. Alternatively, they can use their entire fund to provide themselves with an income or take all their fund as a cash lump sum (subject to potential tax implications).
Managing an account - OneSIPP application forms & information
-
Former CASLP Clients
OneSIPP/Portal Personal Pension Top Up Form
Download -
Former CASLP Clients
Personal Pension Non Advised Top Up Form
Download -
Former CASLP Clients
OneSIPP - Transfer Authority Form
Download -
Former CASLP Clients
Fund Switch Authority Form
Download -
Former CASLP Clients
Nomination Of Beneficiary Form
Download -
Former CASLP Clients
Fund Choice Guide Current
Download -
Former CASLP Clients
OneSIPP - Key Features
Download -
Former CASLP Clients
OneSIPP - Terms & Conditions
Download
Managing an account - Drawdown application forms & information
-
Former CASLP Clients
Request For Flexi Access Drawdown Income
Download -
Former CASLP Clients
Request For Flexi Access Drawdown - Existing OneSIPP Portal and Legacy Clients (Execution only)
Download -
Former CASLP Clients
Request For Flexi Access Drawdown - Existing OneSIPP Portal and Legacy Clients (Advised)
Download