Online Support

When it comes to client data, there is no room for error or inaccuracy – so we provide access to your clients’ data at the touch of a button.

Online Support2018-07-23T12:34:16+00:00

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.