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Barnett Waddingham
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SIPPs Online – Your update

Published by Andy Leggett on

Some very useful developments have been added to SIPPs Online in recent months. If you haven’t used it for a while, perhaps it’s time for you to take another look.

Investment valuations are now available, meaning you can now see the value of your SIPP portfolio. Alongside the existing functionality that allows you to see how much cash you have and recent cash transactions, you now have a clear view of your SIPP online.

Most recently added is a new pension payments tab. If you are in drawdown and taking an income from your fund, this is where you’ll see the amounts and dates.

Advisers have access to their clients’ information online to help them carry out their work. SIPPs Online also provides advisers with a consolidated view of adviser charging payments with the ability to download this. (Adviser charging is disclosed to members in annual statements.)

Other information and functions are available in SIPPs Online so please do log back in and check it out. Contribution history may be particularly useful at this time of the tax year for those looking to utilise carry forward relief. As ever, we recommend that you speak to your financial adviser before taking any action.

If you have never registered, please call one of our Client Managers on 0344 443 0100 or email us at flexiblesipp@barnett-waddingham.co.uk and they’ll help you get up and running quickly and easily.

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SIPPs Online

About the author

  • Andy Leggett

    Andy manages the SIPP business development team. He is also a media spokesperson and the main liaison for SIPP with the central marketing team. Andy continues to be involved in the development of the Barnett Waddingham SIPP proposition.

    View Biography

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