QROPS/SIPP - Letter of Authority

QROPS/SIPP - Letter of Authority
Member Name
Date of Birth

DayMonthYear
NI Number
Phone
Address
Country of Residence
E-mail
Please update my address held by you
Pension Scheme
Plan Reference
Pension Scheme Contact Info
Employer Information
e.g. HSBC UK (1998-2000)
Dear Sirs,

Please find below authorisation to forward all requested information relating to all my pension arrangements administered by yourselves to Winson Capital

By email: admin@winsoncapital.com (if required, please password protect using: WCpensions682!)

By post: 1306 Tai Yau Building, 181 Johnston Road, Wan Chai, Hong Kong

By fax: +852 3014 7112

To enable Winson Capital to review my pension arrangements, please also forward the following information, as applicable.

·         Start and Maturity date

·         Premium loadings

·         Transfer value

·         Dependants’ benefits

·         Scheme details (contracted-out status, trust features etc.)

·         Amount invested

·         Investment basis

·         Waiver of contribution benefits

·         Projected maturity value

·         Details of any crystalised benefits

Please also provide a full transfer illustration and forms for a transfer to another UK registered pension scheme and the forms for a transfer to an overseas pension scheme (ROPS).

Yours faithfully,
Signature
Date Signed

DayMonthYear
2 digit day, 2 digit month, 4 digit yearDate
Should be Empty: