You have reached this page because your client:

- is UK non-resident (or has a dual contract employment, separating UK and overseas duties)

- is employed by a UK company or can be employed by a UK company within their employment group

- their employer will establish a principal employer trust s615(6) scheme

Please download the following forms.

Trust Deed Application
(Must be signed by a director and company secretary or two directors)

Member Application Form
(Must be signed by a director)

Beneficiary Nomination Form
(Must be signed by the member and retained by the company as trustee)

Platform Application Form
Please select a platform from our associates page.
(Must be signed by a director and company secretary or two directors)

Employment Payment Schedule
(Must be signed by a director. This would only be required if irregular contributions are to be paid by direct debit mandate.)