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).

Guides

  • Former CASLP Clients

    OneSIPP Guide To Charges

    Download
  • Former CASLP Clients

    OneSIPP Decumulation Target Market

    Download
  • Former CASLP Clients

    Permitted Investments Guide

    Download

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