Sometimes a high quality service is best delivered by a person, which is why everyone has a dedicated client manager. However, many things can be delivered better online, which is why we have SIPPs Online.
There are separate zones for advisers and members. While members have everything in one zone, advisers can see information relating to themselves in their adviser zone and the detail relating to each of their clients in the individual’s member zone.
Delivering and storing documents such as annual statements in SIPPs Online is fast and much more convenient than sending encrypted files by email.
A live view of transactions and downloadable cash statements are available.
You can select the period for which you want data and see what contributions have been made.
You can also notify us of a change of address, which follows a multi-point process for security.
SIPPs Online is a key area of focus. Planned developments include providing information on transfers in, investment valuations and adviser payments and allowing users to set notification preferences.