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Hornbuckle, EBS Pensions and Avalon products

Please note this site is primarily for use by Advisers and customers in conjunction with their Adviser.

The following products are closed to new business. There is no impact to any of your clients that already have one of these products; they can still make contributions, invest funds and make withdrawals in exactly the same way as before.

We have collated the literature that relates to these products below.

All new SIPP applications for the Embark Group are processed through Embark Pensions. To set up a new SIPP please go to the homepage.

All new SSAS applications for Embark Group are processed through our sister company, Rowanmoor SSAS. To set up a new SSAS, please go to the Rowanmoor SSAS website for more information.

Hornbuckle

For details of 2021 Tax Year End deadlines, please click here.

Product	Literature and Forms	Other queries
Hornbuckle Mitchell SIPP Flexible Income Pension Plan Private Pension Hornbuckle Mitchell Private Pension	See below	For queries regarding any Hornbuckle products, please contact Hornbuckle customer services on 0116 366 8600 or email the team. Alternatively, you can contact either our sales representative for your area or your Financial Adviser.

EBS Pensions

Product	Literature and Forms	Other queries
EBS SIPP EBS SAPPP	See below	If you have any queries regarding EBS products, please contact our customer services teams on 0203 953 1060 or by email ebsinfo@ebspensions.co.uk. Alternatively, you can contact either our sales representative for your area or your Financial Adviser.

Avalon

Product	Literature and Forms	Other queries
Freedom SIPP	See below	If you have any queries regarding the Avalon Freedom SIPP, please contact our customer services teams on 0116 366 8600 or by email sippservicing@embarkpensions.co.uk. Alternatively, you can contact either our sales representative for your area or your Financial Adviser.

Investment tool

Understanding what can and cannot be invested in a self-invested pension and how those investments are treated isn’t always clear. That’s why we’ve created this tool to provide our advisers and clients with a quick and simple reference guide for the wide range of investment types that we allow.

Document library

Hornbuckle

HM SIPP LITERATURE

Hornbuckle SIPP Key Features Document

Hornbuckle SIPP Terms and Conditions

HM PP LITERATURE

Hornbuckle PP Key Features Document

Hornbuckle PP Terms and Conditions

PP LITERATURE

PP Key Features Document

PP Terms and Conditions

FEE SCHEDULES (For the above products)

Hornbuckle Full SIPP Fee Schedule

Hornbuckle Openwork Full SIPP Fee Schedule

Hornbuckle Single SIPP Fee Schedule

Hornbuckle Openwork Single SIPP Fee Schedule

HM FIPP LITERATURE

Hornbuckle FIPP Key Features Document

Hornbuckle FIPP Terms and Conditions

Hornbuckle FIPP Fee Schedule

Hornbuckle Openwork FIPP Fee Schedule

FORMS - GENERAL

H102 Member Contribution

H103 Employer Contribution Form

H104 Third Party Contribution Form

H105 Transfer In Form

H107 Expression of Wish Form

H108 Adviser Charging Form

H114 Investment Sale Form

H115 Account Information Update

H117 Transfer Out

H118 QROPS Transfer Out Form

H196 FIPP Transfer Request

Stock Transfer Form

FORMS - DRAWDOWN

H106 Benefit Payment Form

H120 Income Instruction Form

H198 Capped to Flexi Access Conversion

FORMS - PROPERTY

H302 Property and Land Purchase Application Form

H303 Property and Land Sale Application Form

FORMS - NON-STANDARD INVESTMENTS

H112 Unlisted Securities

H113 Alternative Investments

H119 Member Certification

FORMS - BANKING

DDM - Bank of Scotland

DDM - Barclays Group

DDM - Carter Allen

FORMS - GUIDANCE AND EXAMPLES

H102 Member Contribution Guidance Notes

H102 Member Contribution Example

H103 Employer Contribution Guidance Notes

H103 Employer Contribution Example

H104 Third Party Contribution Guidance Notes

H104 Third Party Contribution Example

H105 Transfer Guidance

H105 Transfer Example

H106 Benefit Payment Guidance Notes

H107 Expression of Wish Guidance Notes

H107 Expression of Wish Example

H108 Adviser Charging Guidance Notes

H108 Adviser Charging Example

H113 Alternative Investments Guidance Notes

H113 Alternative Investments Example

H114 Investment Sale Guidance Notes

H114 Investment Sale Example

H115 Account Information Update Guidance Notes

H115 Account Information Update Example

H117 Transfer Out Guidance Notes

H117 Transfer Out Example

H119 Member Certification Guidance Notes

H119 Member Certification Example

H120 Income Instruction Guidance Notes

H198 Capped to Flexi Access Conversion Guidance Notes

H199 UFPLS Guidance Notes

H302 Property and Land Purchase Application Guidance Notes

H303 Property and Land Sale Application Guidance Notes

BANK OF SCOTLAND

BOS Account Information

BOS Terms and Conditions

BOS Account Summary

BOS Pension Trust Mandate

BOS International Moneymover Application Form

BOS Standing Order

EBS Pensions

EBS SIPP literature

SIPP Fee Schedule

SIPP Terms of Business

SIPP Key Features Document

SIPP Contribution Form

SIPP Expression of Wish Form

SIPP Transfer In Form

SIPP Transfer Out Form

SIPP Transfer Out Form QROPS

SIPP Capped Drawdown Form

SIPP Income Payment Form

SIPP Uncrystallised Funds Pension Lump Sum Form

SIPP Benefit Payment Form

SIPP Options for taking retirement benefits

SIPP Taxable Property Questionnaire

SIPP Taxable Property Technical Note

EBS SIPP Commercial Property Transactions Guide

SIPP Acquisition of Land and Buildings Factsheet

SIPP Property Information for Solicitors

Adviser Terms of Business and Registration Form

EBS SAPPP literature

SAPPP Terms of Business

SAPPP Key Features Document

SAPPP Fee Schedule

Avalon

FREEDOM SIPP - LITERATURE

FS Terms and Conditions

FS Key Features Document

FREEDOM SIPP - FEES

FS Cobens Fee Schedule

FS Single and Full Fee Schedule

FS Charging 1 and 2 Fee Schedule

FREEDOM SIPP - FORMS GENERAL

FS Expression of Wish

FS Adviser Charge Form

FS Account Information Update

FS Investment Sale

FS Member Contribution

FS Employer Contribution

FS Third Party Contribution

FS Transfer Authority

FS Transfer Authority (Safeguarded Benefits)

FS Transfer Out

FREEDOM SIPP FORMS - DRAWDOWN

FS Benefit Payment Form

FS Income Instruction Form

FS Retirement Options - UFPLS

FS Capped to Flexi Access Drawdown

FREEDOM SIPP - FORMS PROPERTY

FS Property Purchase Form

FS Property Sale Form

FREEDOM SIPP FORMS - NON STANDARD INVESTMENTS

FS Unlisted Securities Application

FS Alternative Investments Application