Step one – Download and fill out the relevant request form in the table below. You can complete this electronically or print a copy and scan it once it has been populated.

Step two – Once the form has been completed it should be uploaded to the client’s document library on the platform. Note the date and time you uploaded the document to the library. Full instructions on how to upload documents are below.

Step three – Send the date and time of document upload and the client’s WP or SP plan number in an email to the corresponding mailbox.

A member of our team will then process the request from this point.

Please don't email scanned copies of client documents. There is no guarantee that any email you send will be received or will not have been tampered with. You should not send personal details by email.

 

 

Wrap SIPP Drawdown

Select a form to get started:

Instruct tax-free cash, income drawdown, and/or fully encash your client's Wrap SIPP


Upload the form to the client library then notify us via email:
NonTelephony.Drawdown@standardlife.com

If you have an issue filling in the form, please save a copy to your computer before filling it in. Please also make sure your PDF Reader is up to date.

 

 

 

How to upload documents to the client document library

  1. In document library click ADD
  2. Select "OTHER" as document type 
  3. Free text box will appear called "Document Name"
  4. Select the Status from the drop down menu
  5. Browse for file on your computer and select, following the rules below, and click save with one of the following file extensions: doc | docx | txt | xls | xlsx | pdf | jpg

Please note that the maximum file size is 4MB and the file name must be lower case and must not contain any symbols.

 

 

 

Having trouble with forms?

If you have an issue filling in the form, please save a copy to your computer before filling it in. Please also make sure your PDF Reader is up to date.

If you can't upload the form to the client's document library, please check:

  • The file name is all in lower case
  • The file name doesn't contain any symbols
  • The file size is less than 4MB

If this doesn't work we recommend printing the document and rescanning it in black and white.

 

Get started with Wrap SIPP drawdown

Find out more about your options when choosing SIPP drawdown on Wrap, get a quote, submit new business and more.

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