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Advisers

Thank you for your interest in the Liberty SIPP Scheme.

Liberty has developed a pension product specifically with the IFA market in mind. With many years’ experience in the SIPP marketplace, working directly with IFAs, we feel that we have an insight into what an IFA requires from the SIPP product that they recommend to their clients.

To elaborate on the service that we can provide you we have produced a guide which outlines how we will conduct our relationship with you and your clients and outlines the levels of service that you will come to expect from us.

We would welcome the opportunity to talk to you about your expectations and how you feel we can assist you in providing the optimum levels of service to your clients.

Useful links

• IFA guide
• Due dilligence pack (pdf)

The Liberty SIPP

• IFA-introduced customer application form (pdf)
• Liberty SIPP fee schedule (pdf)
• Liberty SIPP terms and conditions (pdf)

The One SIPP

• IFA-introduced customer application form (pdf)
• One SIPP fee schedule (pdf)
• One SIPP terms and conditions (pdf)

The Drawdown SIPP

• IFA-introduced customer application form (pdf)
• Drawdown SIPP fee schedule (pdf)
• Drawdown SIPP terms and conditions (pdf)

Additional forms to download

• Application B – Property Questionnaire (pdf)
• Application C – Contribution Form (pdf)
• Application D – Capped Drawdown Form (pdf)
• Application E – Flexible Drawdown Form (pdf)
• Investment Management Agreement (pdf)
• Liberty SIPP Key Facts Document (pdf)
• Transfer out Form (pdf)