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Document Library

Access Alltrust’s most popular forms and applications. Complete many forms online or download available PDFs to fill out and submit by paper.
Alltrust Services

Application Form (SIPP)

Use this form to apply for an Alltrust Self-Invested Personal Pension (SIPP).

Installation Questionnaire (FPT)

Use this form to establish a Family Pension Trust (FPT)

Member Questionnaire (FPT)

Add a member to a Family Pension Trust (FPT)

Banking and Fees

Alltrust Services

Product Fee Schedule (SIPP)

View the establishment and annual fees relevant to an Alltrust SIPP

Alltrust Services

Transactional Fee Schedule (SIPP)

View additional Fees that are applicable for the admnistration of Alltrust SIPPs

Property Fee Schedule

View the fees relevant to the administration of a Property

Family Pension Trust Fee Schedule (FPT)

View additional Fees that are applicable for the admnistration of an FPT

Allica Bank Factsheet

View a factsheet containing details of interest rates and fees applicable to an Allica bank account

Alltrust Services

Expression of Wish Form (SIPP)

Use this form to record who should receive your benefits in the event of your death.

Expression of Wish Form (FPT)

Use this form to record who should receive your benefits in the event of your death.

Investments


 

Permitted Investments

See a list of all permitted investments.

Alltrust Services

Transfer In Form (SIPP)

Transfer the benefits from another arrangement into an Alltrust SIPP

Transfer In Form (FPT)

Transfer the benefits from another arrangement into an Family Pension Trust

Alltrust Services

Transfer Out Form (SIPP)

Use this form to provide details of a Transfer Out Request from a SIPP

Transfer Out Form (FPT)

Use this form to provide details of a Transfer Out Request from an FPT

Alltrust Services

Benefit Options (SIPP & FPT)

Confirm your retirement and pension access choices before taking benefits.

Property Insurance Form

Provide details of a property to ensure appropriate insurance cover is arranged and maintained.

Property Questionnaire Form

Provide information about a property to help assess risks, insurance and management requirements.