You can view your SIPP details online at any time through our secure web portal, giving you instant access to view the following:

  • Daily valuation from the default Cater Allen cash account
  • Regular valuation downloads from certain providers including Ascentric, Investec, Transact and Selftrade.
  • Overview of all your SIPP investments and the latest available valuation; some assets, such as commercial property, are only valued at key events
  • Transfer and contribution history
  • Details of any benefits taken.

We have been working hard to bring you more information and you can now view and download your last 12 months’ bank statements, annual review statement (if you are taking benefits) and scheme documentation such as Terms of Business, Fee Schedule and Trust deeds.

The site is purely designed for information purposes therefore you will need to contact the relevant investment company to carry out any trading.

The portal information will provide all the information you need on your SIPP in one place, available for you to review at a time that suits you. If you don’t yet have access to view your SIPP information online, please contact your Administrator who will arrange this for you. It is not currently possible to view SSAS details online.