Punter Southall SIPP

Applications
and forms

Applications and forms

New SIPP Application Packs:

PS SIPP Application Form

PS SIPP KFD Terms and Conditions

Standalone Forms:

PS SIPP 2025 Fee Schedule

PS SIPP Investment House Processes

PS SIPP Pension Fund Withdrawal Form

PS SIPP Permitted Investments 2025

PS SIPP SIPP SSAS Death Benefit Nomination

PS SIPP Annuity Purchase Application Form

Drawdown

Payroll 1^st	Cut off	Payroll 16^th	Cut off
1^st January 2025	20^th December 2024	16^th January 2025	06^th January 2025
1^st February 2025	20^th January 2025	16^th February 2025	04^th February 2025
1^st March 2025	20^th February 2025	16^th March 2025	06^th March 2025
1^st April 2025	24^th March 2025	16^th April 2025	04^th April 2025
1^st May 2025	21^st April 2025	16^th May 2025	08^th May 2025
1^st June 2025	20^th May 2025	16^th June 2025	06^th June 2025
1^st July 2025	20^th June 2025	16^th July 2025	08^th July 2025
1^st August 2025	22^nd July 2025	16^th August 2025	08^th August 2025
1^st September 2025	22^nd August 2025	16^th September 2025	05^th September 2025
1^St October 2025	19^th September 2025	16^th October 2025	08^th October 2025
1^st November 2025	22^nd October 2025	16^th November 2025	07^th November 2025
1^st December 2025	21^st November 2025	16^th December 2025	08^th December 2025
1^st January 2026	19^th December 2025	16^th January 2026	06^th January 2026

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.