The USA SIPP

The dedicated USA solution

Designed specifically for USA expatriates, USA residents who want a UK registered pension scheme and any USA-connected people.

The USA SIPP supports advisers in facilitating clients’ retirement needs:

USA connected people* are able to choose from a wide range of investments, in line with our investment policy.
Appoint highly experienced professional trustees to hold the assets.
Administer assets in line with UK regulations.
Easily identify accurate costs with fixed and transparent pricing.

The USA SIPP helps clients:

Consolidate pension benefits.
Manage their investment portfolio in line with their retirement objectives, irrespective of where the client retires.
Accepts qualifying contributions.
Flexible benefits available from the age of 55.

FCA standard assets only
UK quoted stocks, shares, gilts and debentures
Stocks and shares traded on an HMRC recognised overseas stock exchange
Futures and options relating to shares quoted on a recognised stock exchange
Bank and building society accounts
Unit trusts, investment trusts and Open-Ended Investment Companies
Insurance company funds

*USA-connected people include:

Anyone with at least one US citizen parent, even if the pension member was born outside the US
Green card holders, even if the green card has expired

Other visa holders living in the US
Anyone who is a tax resident
Anyone with an immediate family member who’s a US citizen, including by marriage

Product literature and forms

Advisers only

Forms found below must only be used if you are an Adviser.

Important literature

Key Features Document

Terms of Business

Investment Guidelines

Fee Schedule

Understanding DB Transfers

Adviser portal features

It’s quick and easy to complete applications, submit instructions and make updates online. Please log in to the secure Adviser Portal to access the features below

New Business Application

Additional Transfer

Pension Commencement Pension Lump Sum (PCLS)

Uncrystallised Funds Pension Lump Sum (UFPLS)

Flexi Access Income Including Full Surrender

Capped Drawdown Income

Update Address

Dealing Instruction

Adviser Login

Forms available to download

Please download the relevant form below, fill, sign and email them to our team at sipp@ipensionsgroup.com

Change of Adviser

Change of Bank Account

Additional Contributions

Investment Risk Profile

Transfer out request – UK Registered Scheme

Transfer out request – Overseas Pension Scheme

Members area

USA SIPP is an adviser led product, if you do not have an appointed adviser please contact our team who will be happy to help and provide support.

Important literature

Key Features Document

Terms of Business

Investment Guidelines

Fee Schedule

Understanding DB Transfers

Member portal features

You can keep your details up to date via your secure portal account. If you do not already have an account, please email us at sipp@ipensionsgroup.com

Update Address

Update contact details

Expression of Wishes and Nomination

Member Login

Forms available to Advisers

Please contact your adviser to complete the following requests. If you do not have an appointed adviser please contact a member of our team at sipp@ipensionsgroup.com for support

Additional Transfer

Additional Contributions

Change of Bank Account

Change of Adviser

Investment Risk Profile

Pension Commencement Lump Sum (PCLS)

Uncrystallised Funds Pension Lump Sum (UFPLS)

Flexi Access Income including Full Surrender

Capped Drawdown Income

Transfer Out Request – UK Registered Scheme

Transfer Out Request – Overseas Pension Scheme

Time to get started

If you are looking to find out more about our award-winning offering and our technology enhanced solutions, contact our team below.