Pension Questionnaire

Thank you for your interest in the Chelsea SIPP. 

This a low-cost, flexible pension with access to all funds on the Chelsea FundStore platform (over 2,500 funds). We have removed the initial fund charges for all funds. In addition, there are 0% transaction charges and no set up charge for clients of Chelsea. 

The Self-Directed Cofunds Pension Account is provided by Suffolk Life and is a personal pension arrangement but your point of contact will be ourselves at Chelsea. 

This is an execution-only product, and therefore, we do not offer any personal investment advice. 

After completing this questionnaire we will tailor your documentation and send it out to you. In the meantime, should you have any questions, please do not hesitate to contact one of our experienced and helpful members of staff on 020 7384 7300, who will be more than happy to help.

If you are looking to go into drawdown, or transfer a pension that is already in drawdown, please contact us on the number above.

Pension questionnaire — Step 1/2

Please enter your details below to apply for a customised application pack. Please note that fields marked with are mandatory.

Personal details


Employment details

Your annual earnings

Source of wealth

Aged 55, or over?

Why are you opening the account?