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Web Portal demo

We believe in keeping people informed. It’s why we use the latest technology to provide instant access to current SIPP information through a secure web portal.

Click on the screens below to enlarge.

Dashboard

In one area you can view the details of all your Dentons SIPP clients who hold a Cater Allen default bank account. The Dashboard is a simple overview showing the Cash Account Balance and Total Notional Plan Valuation for each of your clients, with more detailed information quickly available.

Assets

An overview of all the assets held by each client with daily downloads from various companies including Cater Allen, Selftrade and Investec Wealth and Investment. A pie chart enables you to quickly view the holding of different assets within an account.

Benefits

If your client is in Capped or Flexible Drawdown, you can view what benefits have been taken, when and how frequently.

Contributions & Transfers

Contributions are shown for the current tax year and the past three tax years – to help you assess if carry forward may be applicable for your client. View all transfers both in and out of your client’s SIPP account.

Member Details

Additional information about each client, for example whether your client’s fund is protected against the Lifetime Allowance.

Illustration Calculator

Create transfer and/or contribution illustrations for your clients with the flexibility to vary the level of adviser remuneration and investment management fees. Please note that where a fund portfolio or collective investment is chosen, the correct attitude to risk must be applied as the yield % pa will vary.

Web portal features

We use the latest technology to provide you with online access to your clients' key SIPP data including:

  • A list of all current assets with valuation dates
  • A daily valuation of the default Cater Allen cash account
  • Daily downloads from companies such as Ascentric, Barclays, Investec Wealth & Investment (previously Williams de Broe) and Selftrade - showing notional valuations. We continue to work with other providers to build on this service
  • Any contributions made during the current year and previous 3 years
  • Any transfers into and out of the plan
  • Any benefits taken – with details of Capped or Flexi-access Drawdown
  • Create transfer and/or contribution illustrations for clients

If you have more than one client, you’ll find a dashboard showing all accounts in alphabetical order (it’s the small details that count) alongside Cash Account Balances and Total Notional Plan Valuations for each client.

You can connect with us at any time too. All client details show the name of the administrator of the plan with a direct email address and telephone number.

Register here

Click here to register or login to our secure web portal.

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01483 521521