|If money held in the Trustee Account is to be spent on a new Contract, the following will need to be done:|
Use the -Allocate Contribution button to invest some of the money in the Trustee Account to a new Contract:
Complete the relevant fields on this page:
Now click Add Contribution.
If advice has been given to the client to invest in the Contract, select New Business.
If advice has not been given, select Info Only.
Now this has been done, there will be a number of fields which may need to be completed:
Red fields need to be completed. To navigate back to the SIPP, use the Switch to Full SIPP.