With SIPP Web, we offer instant access to SIPP information through a secure portal.
SIPP Web features include:
- Details of all current SIPP holdings with corresponding valuation dates
- Daily update of all transactions related to the default cash account
- Full contribution and transfer histories dating back to the plan’s establishment
- Drawdown details including segments vested, amount of pension in payment, maximum capped drawdown pension (where applicable) and maximum capped drawdown review date (where applicable).
If you are part of a larger group, we can organise your clients by office location – just get in touch and ask.