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