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FOR OFFICE USE ONLY (REFERENCE)2024/25 Enrollment FORMULAS COMPLETE ALL SECTIONS (WHERE INDICATED) OF THIS FORM IN BLOCK CAPITALS & BLACK PEN (TICK WHERE APPROPRIATE). CONSULT COURSE GUIDELINES AND

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How to fill out your future sipp

01

Decide on your investment goals and risk tolerance.

02

Research different SIPP providers and compare fees and investment options.

03

Complete the application form with your personal details and investment choices.

04

Consider seeking advice from a financial advisor if you are unsure about your choices.

05

Regularly review and adjust your SIPP investments to ensure they align with your goals.

Who needs your future sipp?

01

Individuals who want to take control of their retirement savings and have more flexibility and choice in how their pension is invested.

02

People who are comfortable making investment decisions and want to potentially achieve higher returns on their pension savings.

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What is your future sipp?

A self-invested personal pension (SIPP) is a type of UK government-approved personal pension scheme.

Who is required to file your future sipp?

Individuals who have a SIPP are required to file their future SIPP.

How to fill out your future sipp?

You can fill out your future SIPP by providing the necessary information and documentation to your pension provider.

What is the purpose of your future sipp?

The purpose of a future SIPP is to provide individuals with a way to save for retirement that gives them control over their investment decisions.

What information must be reported on your future sipp?

Information such as contributions, investments, and pension funds must be reported on your future SIPP.

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