Interactive Investor

Contributing to your SIPP by bank transfer

You can make a personal contribution to your SIPP by bank transfer. To do this, please download, complete and return an ii SIPP contribution form

Please note that the quickest and easiest way to add money to your SIPP is by debit card or Direct Debit

How to make a contribution to your SIPP by bank transfer

  1. Download an ii SIPP contribution form.
    You can type directly into the text boxes. Alternatively, you can print the form and fill it in by hand. 
  2. Complete Section 1 by entering your SIPP account details. 

    Also, give the details of your lifetime allowance (LTA) protection if applicable.

  3. Complete Section 4 by completing the Single contributions box. 

    Tick Net to use your available annual allowance to make a personal net contribution (ii will claim the basic rate of tax relief on your behalf).

    Tick Gross to make a gross personal contribution (ii will not claim tax relief on your behalf). 

  4. Enter your account holder’s declaration in Section 6. 

    Click on the links below to find out more about:
    Annual allowance
    Carry forward
    Money Purchase Annual Allowance (MPAA)

  5. Please make your contribution by bank transfer to the following account details:
    Account name - Investor SIPP Trustees Limited
    Account Number - 55095364
    Sort Code - 60-60-05
    Reference - SIPP Account Number + Surname
    You will need to complete a separate form for each one-off contribution.
  6. Send your completed form to us. 

    The quickest and easiest way to send your form to us is via secure message in your online account. Alternatively, you can return it by post to: Product Admin, interactive investor, 2nd floor, One Embankment, Neville Street, Leeds, LS1 4DW.

What's next?

  • Your payment will be credited to your account once we have received and processed your contribution form. If you want your money to reach your account sooner, you could make a contribution by debit card
  • If you have made a net contribution, we will claim basic rate tax relief (20%) for you. It usually takes 6-11 weeks to receive the tax reclaim from HMRC.
  • You can claim higher-rate tax relief via your own annual tax return.