SS&C Hubwise SIPP - FAQs and documentation

Hubwise is proud to launch the SS&C Hubwise SIPP. The SS&C Hubwise SIPP is provided and operated by Hubwise. 

Scheme Name: Hubwise SIPP 

PSTR is 00837995RE 

Please see the below attachments for further information on the SS&C Hubwise SIPP product. This includes: 

• Terms and conditions
• Key Features Document
• Launch FAQs Version 3 
• Schedule of charges
• Transfer authority form
• Application form
• Transfer Out form
• Retirement form
• Contribution form
• Income Request form
• Capped Flexi Access form
• Expression of Wish form
• HMRC dates 
• KPI Request Template
• Hubwise PSTR 
  
  

In ALL cases (including ORIGO transfers*) we require a digital or wet signed Transfer In Authority Form (TiAF) to be uploaded to the Portal.  The TiAF is linked below and will be added to the Portal online journey as soon as possible.

As soon as the digital or wet signed TiAF is uploaded our Transfers team will receive a message and commence the Transfer request activity. We will not start the transfer work until this signed form is uploaded.

*This ensures that any transfers that are rejected during the ORIGO process can be picked up quickly, without the need to go back to the Investor for further signature.

As you know, some ceding schemes require wet signature, and others will also need their own discharge paperwork completed. In these instances, appropriate action needs to be taken by the IFA- upload of PDF copies of wet signature for example- if that is acceptable by the ceding scheme, or posting of originals to the Hubwise offices- in the rare scenarios where these are needed. 

Permissable Assets:

We only allow collective investment schemes in the SIPP that are regulated by the FCA. This ensures the scheme provides us with the necessary documentation which we can then independently verify. 

Where an instrument is not already on our buy list, the IFA will request instruments to be added to the SIPP on behalf of the end investors. The IFA will reach out to us to request an instrument be made available to them. We will then review the request to ensure the instrument matches the SIPP requirements. 

We allow standard investments into the SIPP only and no direct investment in property. The instrument requested has to meet the below requirements, otherwise we will not be able to add it:  

GBP/USD/EUR only 

Clean share-classes only 

We need to be able to receive regular pricing via Morning Star 

No property funds 

If the instrument can be added, we will make this available to the client by adding it to their buylist. The buylists are regularly reviewed to ensure they remain compliant. 

Should you have any further questions please do not hesitate to reach out to us, we'll be happy to help. 

For ease of access, here are some quick links to articles you may find helpful:

SS&C Hubwise SIPP - Drawdown Information/Guide