Allocating to a new Contract in a SIPP

Once again this section will start at the same point as the previous section.  Please refer to article 'Setting up the Trustee Bank account in a SIPP' of this manual for guidance on starting the process for allocating money from the Trustee Account.

You will be taken to the ‘Product’ screens for the new contract that has been added.  The Holding can be completed in the normal way.

The ‘Contributions’ screen within the SIPP will display the decrements from the Trustee Account:

The ‘Contracts’ tab will detail the initial contribution into the new Contract (Holding):