There are a number of reports available to use which will either show the SIPP together with any other Holdings the client has, or can show the valuation of the SIPP on its own.
To create a report which only shows the SIPP and what has been paid in and what the value is, navigate to the SIPP Details screen, ‘Assets’ tab and ‘SIPP Reports’ tab:
Showing below is an example of the SIPP breakdown report:
This report covers all of the assets held within the SIPP.
The SIPP will also show on the reports which can be printed from the Clients > ‘Reports’ section.
The SIPP will show as a single product on the ‘Retirement’ reports, unless the ‘SIPP Summary’ report is selected: