Downloads Page




MW Pensions Ltd is authorised and regulated by the Financial Services Authority for the provision of personal pensions, Ref: 458576. The guidance contained in this site is subject to the UK regulatory regime and is targeted at professional advisers in the UK.

The downloads featured here, and elsewhere on the website are meant to be a resource for financial and other professional advisers. We make every effort to keep them up to date and abreast of any new legislation and developments. Our idea is to have the complex area of pensions broken down into 'bite size chunks'.
This is a quick and easy way to access a chosen area of the website where you will find useful commentary and in many areas a number of downloads specific to your chosen topic.


SIPPS    [Ssas] [Corporate] [MW Acorn Sipp]

Treating Customers Fairly leaflet

SIPPs Explained

SIPP Borrowing

SIPP Lending

Salary Sacrifice

The Annual Allowance and the MW SIPP

Trivial Commutation

Why the MW SIPP?

Investments

Protected Rights September 08

The Role of the Trustee and Scheme Administrator

A Choice of SIPPS AND SSASs

Investments

Borrowing

Lending

In Specie Contributions

The Annual Allowance and the MW SIPP

The Lifetime Allowance and the MW SIPP

SIPP Transfers in

Protected Rights September 08



Drawdown Options



Death benefits in a SIPP

borrowing

Role of Trustee and Scheme Administrator

Guide to Property Purchase and Lease

Insurance Criteria

residential property

Insurance Criteria

borrowing

Guide to Property Purchase and Lease

Insurance Criteria

Borrowing

SIPP Property Syndicates

SSAS or SIPP?



Corporate SIPP

Clients Guide to Protected Rights

Child SIPP


SSAS    [Sipps] [Corporate] [MW Acorn Sipp]

SSAS explained

Permitted investments in SIPP/SSAS

SSAS OR SIPP?

Lending by a SIPP/SSAS

Borrowing by a SIPP/SSAS

SSAS Property information notes

SSAS Property Purchase and Lease

Industry SSAS fee comparison<


Corporate    [Sipps] [Sass] [MW Acorn Sipp]

Summary of Services to Corporate Advisers & Businesses

How an Independent Trustee can assist Corporate Pension Schemes

Business issues of corporate pensions

Conflicts of interest in corporate pensions

The Pensions Regulator and PPF

Trustee Issues

Trivial Commutation

Sample Quotations


MW ACORN SIPP    [Sipps] [Sass] [Corporate]

Why the MW ACORN SIPP

MW Acorn SIPP Flyer