Please note: The deadline for requesting income payments prior to 5 April 2026 has now passed and we will not be able to accept any new requests.
If you wish to contribute before the end of the 2025/26 tax year, you need to ensure that any payment is received in your member bank account by close of business Thursday 2 April 2026 as we cannot guarantee any payments made from Friday 3 to Sunday 5 April will be received on those days. If a contribution is not received into the member bank account by 5 April 2026, it will be treated as a 2026/27 contribution.
View our Current Terms and Conditions of Business

Mon - Fri 09:00 - 17:00 01722 705705
Please note: The deadline for requesting income payments prior to 5 April 2026 has now passed and we will not be able to accept any new requests.
If you wish to contribute before the end of the 2025/26 tax year, you need to ensure that any payment is received in your member bank account by close of business Thursday 2 April 2026 as we cannot guarantee any payments made from Friday 3 to Sunday 5 April will be received on those days. If a contribution is not received into the member bank account by 5 April 2026, it will be treated as a 2026/27 contribution.
View our Current Terms and Conditions of Business

Document Library

Access Alltrust’s most popular forms and applications. Complete many forms online or download available PDFs to fill out and submit by paper.
Alltrust Services

Application Form (SIPP)

Use this form to apply for an Alltrust Self-Invested Personal Pension (SIPP).

Installation Questionnaire (FPT)

Use this form to establish a Family Pension Trust (FPT)

Member Questionnaire (FPT)

Add a member to a Family Pension Trust (FPT)

Sophisticated Investor SIPP

Application Form (Sophisticated Investor)

Use this form to apply for a Sophisticated Investor SIPP.

Banking and Fees

Alltrust Services

Product Fee Schedule (SIPP)

View the establishment and annual fees relevant to an Alltrust SIPP

Alltrust Services

Transactional Fee Schedule (SIPP)

View additional Fees that are applicable for the admnistration of Alltrust SIPPs

Property Fee Schedule

View the fees relevant to the administration of a Property

Family Pension Trust Fee Schedule (FPT)

View additional Fees that are applicable for the admnistration of an FPT

Allica Bank Factsheet

View a factsheet containing details of interest rates and fees applicable to an Allica bank account

Sophisticated Investor SIPP

Product Fee Schedule (Sophisticated Investor)

View the establishment and annual fees relevant to the Sophisticated Investor SIPP

Alltrust Services

Expression of Wish Form (SIPP)

Use this form to record who should receive your benefits in the event of your death.

Expression of Wish Form (FPT)

Use this form to record who should receive your benefits in the event of your death.

Sophisticated Investor SIPP

Expression of Wish Form (Sophisticated Investor)

Use this form to record who should receive your benefits in the event of your death.

Investments


 

Permitted Investments

See a list of all permitted investments.

Alltrust Services

Key Features (SIPP)

This document provides you with the key features of the Alltrust SIPP

Key Features (FPT)

This document provides you with the key features of the Alltrust FPT

Sophisticated Investor SIPP

Key Features (Sophisticated Investor)

This document provides you with the key features of the Sophisticated Investor SIPP.

Alltrust Services

Transfer In Form (SIPP)

Transfer the benefits from another arrangement into an Alltrust SIPP

Transfer In Form (FPT)

Transfer the benefits from another arrangement into an Family Pension Trust

Alltrust Services

Transfer Out Form (SIPP)

Use this form to provide details of a Transfer Out Request from a SIPP

Transfer Out Form (FPT)

Use this form to provide details of a Transfer Out Request from an FPT

Alltrust Services

Receiving Scheme Form (SIPP)

Use this form to provide details of the existing (ceding) scheme

Pensions Advisory Service Leaflet

Read important information about Pension scams and what to look out for.

Sophisticated Investor SIPP

Transfer in Form (Sophisticated Investor)

Transfer the benefits from another arrangement into the Sophisticated Investor SIPP

Sophisticated Investor SIPP

Transfer Out Form (Sophisticated Investor)

Transfer the benefits out of your Sophisticated Investor SIPP

Alltrust Services

Benefit Options (SIPP & FPT)

Confirm your retirement and pension access choices before taking benefits.

Property Insurance Form

Provide details of a property to ensure appropriate insurance cover is arranged and maintained.

Property Questionnaire Form

Provide information about a property to help assess risks, insurance and management requirements.