Literature library

Setting up an Option SIPP or Full SIPP

Establishing one of our SIPPs involves two simple steps:

  1. Complete an online application via our Adviser Portal; and
  2. Send a signed online activation form via email or post to Embark Pensions at the address below.

Depending on the client’s situation, you may need to complete some additional forms. The links below will direct you to the right ones. If you have any questions, please get in touch.

MAKING CONTRIBUTIONS

TRANSFERRING IN

TAKING BENEFITS

In order to set up a standing order, your client will have to contact their bank directly. Embark Pensions will not set up standing orders. Most banks will allow you to do this online.

Please complete our Contribution Capture form for each contribution.

Please complete the SIPP Direct Debit form. There is a charge of £10 per annum plus VAT for using the Direct Debit facility.
Download the form here ›

In order to ensure that Direct Debits are set up for the 1st of the month, we will need to have received them from you a minimum of 10 working days before the end of the preceding month.

Please also complete our Contribution Capture form for each contribution.

Please ensure any cheques are correctly referenced with the product and client name, then send them to:

Embark Pensions
Provincial House
37 New Walk
Leicester
LE1 6TU

Please also complete our Contribution Capture form for each contribution.

Once your SIPP has been set up, both you and the client will receive a welcome letter with the SIPP bank account details. Once you have these to hand, you will be able to make the payment via bank transfer.

Please complete our Contribution Capture form for each contribution.

TRANSFERRING IN

Please complete our Transfer Authority form for each transfer. We will require a separate form for each policy.

Download the form here ›

You will have to request transfer forms from the transferring scheme. These will need to be fully completed, signed and originals sent to the address below. For any defined benefit and final salary transfers, also complete our Confirmation of Advice form.

Download the form here ›

Embark Pensions
Dunscar House
Deakins Business Park
Egerton
BL7 9RP

For each Origo approved scheme, please complete our Transfer Authority form for each transfer. We require a separate form for each policy.

Download the form here ›

TAKING BENEFITS

Please complete our Retirement Options form for drawdown.

Download the form here ›

Please complete our Retirement Options forms for an Uncrystallised Funds Pension Lump Sum (UFPLS)

Download the form here ›

Full literature library

If you have any questions about these forms or how to complete them, please contact us or telephone 01204 803 500.

Please tell your adviser if you change your postal address, telephone number or email address. If you no longer have an adviser, please contact us directly to ensure Embark holds your up-to-date contact details. It’s especially important that we can send you information by email. Digital communication is fast, secure, environmentally friendly and costs less than print. Please let your adviser or us know if you have any problem receiving or reading digital communications like email or on-screen literature.

Property forms

For further information about commercial property, and to download our property literature and forms, please go to our property page.

Questions you’re likely to ask

A selection of most frequently asked questions. Can’t find what you’re looking for? Please contact us or telephone 01204 803 500.

We aim to initiate transfers within 2 working days following receipt of completed documentation.

Origo transfers usually take around 10 working days to complete, not including the initial 48 hour set up period.

Non-Origo transfers take slightly longer. Our transfer team chase the transferring company every 2 weeks to ensure the transfer completes as soon as possible.

If you have an active agency with us, please liaise with the customer services team who will set up an account for you.  You can do this by calling the customer services team or emailing [email protected].

If you don’t have an agency with us, please complete our Terms of Business and Registration Form. Logins will be provided once your agency is live.

Once we have all the necessary documentation and enough funds in your client’s SIPP bank account, we can make the payment within 48 hours. The money should show in your clients account straight away, as we make a same day bank transfer.

Standing order. To set up a standing order, your client will need to contact their own bank directly. We do not set up standing orders. Most banks allow customers to do this online.

Direct Debit. Please complete our direct debit form. There is a charge of £10 p.a. plus VAT for using the direct debit facility.

Cheque. All cheques must be correctly referenced to the client and sent to:

Embark Pensions
Provincial House
37 New Walk
Leicester
LE1 6TU

Bank transfer. Once your client’s SIPP has been set up, both you and the client will receive a welcome letter containing the SIPP bank account details. Once you have them, you can make the payment via bank transfer.

You can inform us of a change of address by emailing [email protected] and confirming the new address details. Please also send proof of the address. This can be a utility bill or council tax statement, no more than 3 months old.

Yes. You can create a badged version of our SIPP to offer your clients. This means you can focus on what you do best, while we take care of the rest.

To find out more, contact James Cannon on 07771 648 297 or via email to [email protected].

Our AKG Financial Strength Rating is B+. You can download our latest report here.