Literature search | Literature

Document name	Overview	Category
SIPP Direct Debit mandate	The form used to set up regular payments in from a customer into their SIPP product with Nucleus	Money in
SIPP in-specie transfer in form	A form used to re-register assets from another registered pension scheme to your SIPP with Nucleus.	Money in
SIPP property information form Q&A	A guide that answers questions about the completion of the SIPP Property information form.	Commercial property
SIPP transfer out	A form used to request that your SIPP be transferred away from Nucleus, as cash or in-specie, to another pension provider	Money out
Small pots pension lump sum form	This form should only be completed if you wish to make a withdrawal from your SIPP under the small pension fund lump sum rules.	Nucleus SIPP, Nucleus Flexi SIPP, Nucleus Modular iSIPP, Money out
Third party authority	A form used to grant third party information-only access to a Nucleus customer's product where they hold the appropriate permission	Contacts
Third party JISA subscription	A form used for third parties to make subscriptions into a Junior ISA	Money in
Transferring away your SIPP	Our guide of considerations and requirements for requests to transfer your SIPP away from Nucleus, as cash or in-specie, to another pension provider	Support guides
Transitional Tax Free Amount Certificate application	An application form used to request a certificate from Nucleus that uses your evidence of previous SIPP withdrawals to calculate your entitlement to your lump sum allowance	Money out
Understanding platform charging	A handy guide produced by the UK Platform Group to help you understand the industry terminology that is regularly used to describe how financial platforms apply their charges.	Support guides