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Open / Transfer a SIPP

Whether you are opening an Account for the first time or transferring from an existing pension, opening an Account with First Trust Alliance Bank is simple.

Three easy steps to open a SIPP

  • Use our savings calculator to help work out how much to pay in.
  • Go to the Investing Hub to research your investment choices.
  • Apply online now.

IMPORTANT! Read the SIPP Key Facts and our Charges Guide for all the details and before you make up your mind if our SIPP Account is right for you.

Important information

Please remember the value of your investments and any income from them can go down as well as up. The value of your fund may be less than you paid in.

Before initiating a transfer you should seek professional advice on the merits of the proposed transfer that is specific to your circumstances. Your existing pension may have valuable benefits which you might lose when you transfer.

Laws and tax rules may change in the future without notice. The information here is our understanding in January 2018. This information takes no account of your personal circumstances which may have an impact on tax treatment.

Who is eligible?

You can open a SIPP with