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Applications and forms

New SIPP Application Packs:

PS SIPP Application Form

PS SIPP KFD Terms and Conditions

 

Standalone Forms:

PS SIPP 2026 Fee Schedule

PS SIPP Investment House Processes

PS SIPP Pension Fund Withdrawal Form

PS SIPP Permitted Investments 2026

PS SIPP SIPP SSAS Death Benefit Nomination

PS SIPP Annuity Purchase Application Form


Drawdown

 

Payroll 1st

Cut off

Payroll 16th

Cut off

1st January 2026

19th December 2025

16th January 2026

05th January 2026

1st February 2026

19th January 2026

16th February 2026

04th February 2026

1st March 2026

16th February 2026

16th March 2026

06th March 2026

1st April 2026

20th March 2026

16th April 2026

06th April 2026

1st May 2026

20th April 2026

16th May 2026

04th May 2026

1st June 2026

22nd May 2026

16th June 2026

05th June 2026

1st July 2026

22nd June 2026

16th July 2026

06th July 2026

1st August 2026

22nd July 2026

16th August 2026

03rd August 2026

1st September 2026

21st August 2026

16th September 2026

07th September 2026

1st October 2026

21st September 2026

16th October 2026

05th October 2026

1st November 2026

19th October 2026

16th November 2026

06th November 2026

1st December 2026

20th November 2026

16th December 2026

04th December 2026

1st January 2027

18th December 2026

16th January 2027

04th January 2027


We have added an extra section in to our drawdown form (page 3), which requires our mutual client's confirmation that they understand that in some circumstances emergency tax might be applied.  Confirmation is ​​obtained by ticking a box and we will not be able to process your client's form unless the box within page 3 has been ticked.