Published by Andy Leggett on
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 email@example.com and they’ll help you get up and running quickly and easily.