How do I apply for a SIPP?

Answer

You can apply for a SIPP online if you're a UK resident for tax purposes. It takes around 15 minutes, and you'll need some details, including your:

  • National Insurance number
  • Employers' details
  • Debit card details (to pay cash into your account)
  • Details of any pensions you’d like to transfer in

Once you’ve completed the application, you can make a lump sum contribution with a debit card. You can also set up a regular monthly contribution.

Keep in mind that you won’t be able to open a SIPP if you're a Canadian resident for tax purposes or a Canadian citizen.

Before you apply for a SIPP, it’s important to read about the key features, terms and conditions, and charges and rates. If you’re not sure whether a SIPP is right for you, you should speak to a financial adviser.

Learn more about our SIPP.