Adding a New Self Invested Personal Pension - SIPP

This section will take you through adding a new SIPP to Client Care Desktop (CCD), as well as recording the initial contribution.

Before you start adding the SIPP to the system consideration should be given to what you are expecting to see on your new business register, a SIPP has many elements and at each stage you will be asked if you want to record the information as new business. The events that will trigger the New Business or Information Only options are:

  • Adding the SIPP 
  • Adding a contribution to the SIPP
  • Creating a bank account, directly held asset or contract based asset within the SIPP.

The ‘Product’ page of a SIPP record should be completed in the normal way: