Customer upgrade support
Letters and Terms and Conditions
Upgrade mailing 2 - changes to our standard service
The documents below are shared for easy reference - please also refer to the changes to our standard service flyer that was enclosed with the letter we sent you.
Use the arrows below to locate the mailing pack for your existing product:
Upgrade mailing 1 and related terms and conditions
The documents below are shared for easy reference. However, please refer to the personalised Key Changes Summary and Charges Schedule that were posted to you.
Use the arrows below to locate the mailing pack for your existing product
Upgrading product literature
| Charges schedule | Key features documents | Permitted investments list |
|---|---|---|
| Modular iPlan | Modular iSIPP Modular ISA Modular GIA Modular Offshore Bond | Modular iSIPP Modular ISA - Updated 10/10/24 Modular GIA - Updated 10/10/24 Modular Offshore Bond |
| Flexi SIPP | Flexi SIPP | Flexi SIPP |
If your SIPP was acquired through a separate pension provider such as Aviva (or other), please refer to the mailing pack labelled ‘James Hay / Life Company’ – advised or non-advised as applies to you.
We always try to write to you using simple language, with communications clearly laid out. However, investment products aren’t the easiest to understand and sometimes the industry uses terminology that can be confusing. We’ve included an explanation of some common terms which you may find helpful.
We're here to help
If you've further questions, please don't hesitate to contact us.
