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Beware of scams – German Property Group, The Resort Group, Storefirst and Parkfirst investors beware of scammers offering to release these assets from your pension for an upfront fee.  Click here for more details.

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Important documents and forms

If you have any questions about these forms or how to complete them, please contact us or call our sales support team on 01722 443742.

To see what investments we allow into our products, please visit our permitted investments page.

If you are looking for Rowanmoor SIPP documents, please view our closed products page.

SIPP (closed to new business)

Key features document
Features and advantages
Terms and conditions
Fee schedule
Unquoted equity application
Illustration request form

Family Pension Trust

Scheme overview
Key features document
Features and advantages
Installation questionnaire
Member Questionnaire
Illustration request form

Adviser Terms of Business and Registration Form

Adviser Terms of Business and Registration Form
COMMERCIAL PROPERTY AND BORROWING - image

COMMERCIAL PROPERTY AND BORROWING

A key benefit of using a personal pension is the ability to invest in commercial property through the scheme. It’s also possible to borrow to buy property, fuel business growth or purchase other assets.

Investing in property