Making employer contributions: factsheet and forms
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1 Making employer contributions: factsheet and forms If you require this document in another format for ease of reading, please let us know. Making Sense of Pensions
2 Factsheet : employer payments to the Xafinity SIPP This information is for you as an employer if you plan to make payments into the Xafinity SIPP or SimplySIPP, on behalf of one or more of your employees. It also covers salary sacrifice payments. What s the Xafinity SIPP? A Self Invested Personal Pension (SIPP) is a type of personal pension arrangement that allows the scheme member a much greater degree of investment and benefit flexibility than a traditional personal pension. The Xafinity SIPP is not a stakeholder pension. Depending on the investments selected in the scheme, the annual fees charged could be in excess of the 1.5% annual management charge cap applied to stakeholder contracts. Who can pay into the SIPP? Your employees Your employees can contribute personally to their own SIPP. Contributions can be paid by standing order, cheque or electronic payment. A standing order instruction is attached if needed. Personal payments are paid net and we will reclaim basic rate tax relief from HMRC. You, as employer You can also contribute to an employee s SIPP even where your employees are not making contributions. You won t have any control over the investment choice or management of the SIPP. Your contributions are paid gross and are an allowable expense for income and corporation tax (subject to the agreement of your local Inspector of Taxes). These can be paid by standing order, cheque or electronic payment. Your contributions aren t subject to National Insurance and shouldn t be declared on the employees P11D. Please note you should consult your accountant or tax adviser for details about the taxation of pension contributions. What s salary sacrifice? Salary Sacrifice contributions are contributions paid by deduction from the member s salary. They are treated as member contributions (net of tax relief) if: The member s salary is at least equal to the amount of the contribution; and The member confirms that the contribution is being funded from their net earnings and that they have separately agreed with their employer that this contribution will be passed through the employer's payroll system. As an employer, we will need your confirmation that this contribution will not be included in company accounts for taxation purposes. What are my responsibilities? If you re making payments from a company account to a pension scheme for your employees you have a legal responsibility to keep, maintain, and from time to time revise a Payment Schedule. A sample copy of this is attached. This document provides the pension scheme administrator (i.e. Xafinity) with details of the agreement you ve reached with your employee in terms of contributions due and the contribution due dates. Making Sense of Pensions 2
3 You must supply us with a copy of this agreement and ensure payments are made as set out in the agreement. We must monitor the payments to ensure they re paid by the due date. If the due date or contribution amount changes, or contributions cease, you must send us a revised Payment Schedule. Please note that this applies to both employer contributions and employee contributions where you deduct contributions from an employee s net salary and forward these contributions to us. What if I don t comply? If contributions aren t received by the 19th day of the month following the due date we must report this to The Pensions Regulator. We must also report instances where we don t receive a Payment Schedule. We are also obliged to report any deviations from the Payment Schedule in certain cases to the employees themselves. Further information You can find full details of the legislation governing these requirements by following the link below and searching for Code of Practice Making Sense of Pensions 3
4 Payment schedule This form should be completed by an employer who will be making contributions on behalf of an employee from their own account or deducting contributions from the employee s salary. Employee details Full name National Insurance No. SIPP Reference No. Employer details Company name Company registration number Employer contact (name) Employer contact (title) Employer address Street Town/City Postcode Contact phone number Employer s declaration We hereby agree to contribute the following amounts on behalf of our employee detailed above: Employer contribution (paid gross) Employee contribution (paid net)* Frequency Commencement date For employee net contributions, is your employee s salary less than the amount of gross contribution? For employee net contributions,will they be included in company accounts for taxation purposes? Yes* No N/A Yes* No N/A * If yes, please provide further details as we may not be able to reclaim tax relief on the contributions. By signing below I confirm that any net contributions are being funded from taxed income that has passed through our companies payroll system. Employer s signature Signature Print name Position Date of signing DD/MM/YYYY Making Sense of Pensions 4
5 Payment options Contributions can be accepted by: Cheque made payable to Xafinity Pension Trustees Limited. Standing Order (as attached to the end of this form). Electronic payment directly to the scheme bank account (we will need to electronically verify the account that is sending the contributions prior to any payments being made)*. *To be able to verify the remitting account electronically we will require the account sort code, account number and account name. If these checks are not successful we will need a certified copy of a bank statement, bank card (where the account number, sort code and account name are all detailed), or a cancelled original/certified copy cheque, from the sending account. Remitting account sort code Remitting account number Remitting account name Making Sense of Pensions 5
6 Standing order instruction Account to be debited Account name Bank/Building Society name Bank/Building Society address and post code Sort Code Account number Building Society Reference No Date of first payment Amount of first payment Frequency Date of last payment Payment reference Or state until further notice Account to be credited Leave blank for Xafinity to complete Account name Bank name Sort Code Account number Bank details I authorise you to debit my/our account, in accordance with the details above. Signature Print name Position Date of signing DD/MM/YYYY DD/MM/YYYY Please send confirmation, in writing, to Xafinity SIPP Services Limited, Scotia House, Castle Business Park, Stirling, FK9 4TZ confirming that this instruction has been set up. Making Sense of Pensions 6
7 Member details This form is for completion by the SIPP member. About you Your name Your Xafinity SIPP number Are you subject to a Bankruptcy order? Yes No Are you UK resident? Yes No Your income Please let us know your approximate gross income Annual Allowance 0-50,000 50, ,000 If total contributions exceed your current Annual Allowance, do you have sufficient carry forward to contribute without incurring Annual Allowance tax charges? Have you triggered the Money Purchase Annual Allowance Rules? Notes: Over 100,000 Please refer to the SIPP Handbook for details of the Tapered Annual Allowance that reduces the Annual Allowance available to high earners who have an adjusted income of over 150,000. (Only relevant UK earnings in the tax year that the contribution is being paid can be used to reclaim basic rate tax relief). Please also refer to the SIPP Handbook for details of when Money Purchase Annual Allowance Rules are triggered. Warnings! If total contributions exceed the annual allowance that applies to you, you may be liable for the annual allowance charge. Only relevant UK earnings in the tax year that the contribution is being paid can be used to reclaim basic rate tax relief. If you currently hold Enhanced, Fixed Protection, Fixed Protection 2014 or Fixed Protection 2016 this protection will be lost if any new contributions are made to your pension scheme. Making Sense of Pensions 7 Yes Yes No No
8 Payments to your financial adviser We can t provide any investment advice on this contribution. Our role is limited to administering your SIPP in line with HMRC rules and acting as a Trustee for the assets. IFA remuneration will be paid to your Financial Adviser in accordance with your SIPP Application form. If you wish to vary these terms please confirm the IFA remuneration payment for this contribution, and any future contributions, in the box below. If this is left blank we will continue to pay remuneration in accordance with your most recent instructions. We will stop making payments to any financial adviser who ceases to be authorised by, or hold, appropriate permissions from, the Financial Conduct Authority or other recognised professional body. Remuneration payments explained Every time you pay in a contribution (whether regular or one-off), we can arrange for payments to be sent to your financial adviser. The amount will be based on the net amount contributed (for member contributions). By completing and signing this form, you are agreeing to these payments being made. Scope of payments Please note that remuneration can only be paid to your adviser for advice about your SIPP. It can t be used to pay for any other advice. If the payment is for something else HMRC will apply tax penalties. We may refuse to facilitate payment if we believe the amounts are an unauthorised payment. What do you agree to pay your financial adviser? Type of contribution Regular contributions (Year 1) Regular contributions (Year 2 & ongoing) All single (one-off) contributions Fixed amount of: OR Percentage of: % % % Other Please detail Should VAT be added to the above? Yes No Making Sense of Pensions
9 Member declaration By signing this form you are: agreeing to continue to pay remuneration to your financial adviser (or in accordance with the instructions above); and confirming that everything stated by you in this form, and any other written statement you may make to Xafinity, is or will be true and complete. We base the terms of your contracts on the information that you supply. By signing below I confirm that: to the best of my knowledge and belief, the information given in this Application Form, whether in my handwriting or not, is correct and complete; I confirm and agree the consents and statements in this form; I will not make contributions to the scheme and/or take benefits from the scheme as part of a tax-free cash re-cycling exercise (e.g. using scheme benefits to pay contributions). Applicant s signature Applicant s name Date of signing DD/MM/YYYY If the applicant is under 18, please also complete the following; Legal guardian s signature Legal guardian s full name Date of signing DD/MM/YYYY Please return your signed form to Xafinity SIPP Services Limited, Scotia House, Castle Business Park, Stirling, FK9 4TZ. Making Sense of Pensions 9
10 SIPP trustee Xafinity Pension Trustees Ltd SIPP administrator Xafinity SIPP Services Ltd Phone: SIPP Department Xafinity SIPP Services Ltd Scotia House Castle Business Park Stirling FK9 4TZ Xafinity SIPP Services Ltd is authorised and regulated by the Financial Conduct Authority. Our FCA Registration Number is You can check this on the FCA s website at Xafinity Pension Trustees Ltd ( ) is registered in England at Phoenix House, 1 Station Hill, Reading, RG1 1NB. Xafinity SIPP Services Ltd is registered in Scotland (No 69096) and its registered office is at Scotia House, Castle Business Park, Stirling FK9 4TZ. 600XSP(f) (02/18) Making Sense of Pensions 10
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