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Setting Up Your Private Pension/SIPP Scheme Pension Payments
To set up your Private Pension/SIPP Scheme pension payments through SmartWork, follow these simple steps:
To begin, please complete the SmartWork Private Pension/SIPP Scheme form, which can be accessed through this link.
Before filling out the form, we recommend familiarizing yourself with the information available on our Knowledge Base. This will help you understand the process and clarify any questions you may have regarding SmartWork’s handling of pension contributions.
If you would like to receive a pay projection that includes your new pension amount before making a decision, please reach out to our friendly team at email@example.com.
Once you have submitted the form, our team will carefully review it to ensure that all necessary details are provided. We will then send you a confirmation email confirming the setup of your pension payments from the specified date.
If you are utilizing an Independent Financial Advisor (IFA) as an intermediary, please inform us accordingly.
Please ensure that the form is completed with as much detail as possible. If there are any uncertainties, we kindly request that you hold off on submitting the form until you have obtained the necessary information. To initiate onward payments to a SIPP, please complete the form provided here.
We work with the following SIPP providers:
St James Place
Sippdeal Trustees Ltd
Please check that the plan allows Employer Gross Contributions, and SmartWork will contribute to your chosen Pension Plan on a Gross Employer’s Contributions basis by an electronic Bank Transfer (not a direct debit).