The section above has explained how to set up the basic details for the Trustee Account, as well as confirming the initial contribution into the SIPP.
If the Trustee Account was not completed in full at that stage it can be accessed at a later stage. This is done from the ‘Details’ screen of the SIPP and in the ‘Assets’ tab:
The following screen for the full Trustee Account holding will be displayed:
Now that the full Trustee Account is displayed, complete the relevant screens as normal:
If further new money needs to be added to the Trustee Account use the same method as explained earlier by selecting ‘Add Contribution’ from the ‘Contributions’ screen within the SIPP.