Process guide: Managing income online. Contents. For financial advisers only GUIDE. Current income details. Cash alerts. Income history.
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1 For financial advisers only GUIDE Process guide: Managing income online Contents Current income details Income history Income changes Bank details Cash alerts Confirmation Crystallising Contact us Disinvestments
2 Current income details Select the SIPP wrapper from the Modular iplan portfolio menu. To view a summary of your current income, select Income Summary from the menu on the left Details of current income, crystallised & uncrystallised values, payment frequency, arrangement type and payment details can be viewed on the Income Summary page The uncrystallised values and projected income figures represent the potential benefits from uncrystallised funds but do not reflect the recalculation of the income from the tranche that any additional income requirements will be added. These are for indicative purposes only and are subject to fluctuation through market movements. Any fees incurred as part of the income request may reduce the actual amount available. Income Summary data can be exported to excel, or viewed as a pdf from the bottom right of the income summary screen.
3 Income history To sort a column; select the arrows next to the desired column header to re-organise the data The date range can be customised. Choose Custom from the drop down and enter the date range preferred To view a summary of income paid to date, choose the SIPP wrapper and select Income History from the menu on the left. Income history data can be exported to excel or viewed as a pdf. You can find these buttons at the bottom right of the screen. All pension payments are taxed at source. Income is paid on the first of each month, subject to sufficient funds being held in the trustee bank account.
4 Income changes To amend the level of income in place choose Income Summary from the menu on the left Select Request Change of Income Crystallised value is the benefits which have been taken. Uncrystallised value is the benefits which have not been taken. If making an ad-hoc payment, tick the corresponding box. Ad-hoc payments are made on the first of the month via Faster Payments. Enter the remaining details and click Next. If you are converting to Flexi-Access Drawdown from Capped, an option will appear alongside the Request change of income icon, which will allow you to process a switch to Flexi-Access Drawdown. Online instructions must be completed ten working days before the end of the month. This will allow payments on the first of the following month.
5 Bank details To view a schedule of the proposed payments, select Payment Schedule from the tranche level charging box. Enter the bank details for the account which will receive the income payments. Bank name & addresses can be found using the sort code and the Fetch Bank Account Details option. Please ensure there is sufficient money in the SIPP bank account. The account name must contain your surname. The James Hay system will recall any details held. Amend these, should you wish for income to be paid to an alternate bank account. James Hay can only facilitate income payments into one bank account. If income is already being paid, the existing income will be paid to the new bank account details provided. The Notes and Disclaimers button top right of the screen can provide additional help during the process.
6 Disinvestments Proceed to confirm which funding option should be used to pay the requested amount of income. Sufficient cash must be held within the client s trustee bank account for income to be paid. Where regular disinvestments are to be made from collectives held, please use the Regular Trading function. For full details please see our Buying, Selling and Switching Collectives guide. Cash Alerts can be established to ensure a secure message is received to remind users to fund the trustee cash account. The Notes and Disclaimers button top right of the screen can provide additional help during the process.
7 Cash alerts The Cash Alerts icon will appear alongside the client bank account link. Follow the link and select New Alert. Complete the dropdown fields available and select save. To set up Cash Alerts, select the client and then the relevant wrapper. Once in place, you will receive an alert by to notify you that the client s bank account has fallen below the required level of cash.
8 Confirmation Once the funding option has been specified, select next and continue to the Confirmation page. Review the details, if they are correct select Execute Now. The confirmation page will then appear, which needs no further input. Finally, select Finish which will redirect you to the income summary screen. Pending Income Change Requests can be tracked on the Income Summary screen. The Payment Schedule is also available on the confirmation page.
9 Crystallising When crystallising a SIPP or taking further income from a partially crystallised SIPP, James Hay requires a wet signature from the client. To access our Benefits Payment Form, select the tools tab from the homepage and choose Literature. Select Modular iplan Literature and choose the Benefits, Transfers and Contributions section of the library. Here you ll find our Benefit Payment Form. Please call our contact team on for any assistance with your Benefit Payment Form.
10 Contact us If you have any questions or would like to discuss your application, please contact your Service Executive. Contact us on: James Hay Partnership is the trading name of James Hay Insurance Company Limited (JHIC) (registered in Jersey number 77318); IPS Pensions Limited (IPS) (registered in England number ); James Hay Administration Company Limited (JHAC) (registered in England number ); James Hay Pension Trustees Limited (JHPT) (registered in England number ); James Hay Wrap Managers Limited (JHWM) (registered in England number ); James Hay Wrap Nominee Company Limited (JHWNC) (registered in England number ); PAL Trustees Limited (PAL) (registered in England number ); Santhouse Pensioneer Trustee Company Limited (SPTCL) (registered in England number ); Sarum Trustees Limited (SarumTL) (registered in England number ); Sealgrove Trustees Limited (STL) (registered in England number ); The IPS Partnership Plc (IPS Plc) (registered in England number ); Union Pension Trustees Limited (UPT) (registered in England number ) and Union Pensions Trustees (London) Limited (UPTL) (registered in England number ). JHIC has its registered office at 3rd Floor, 37 Esplanade, St Helier, Jersey, JE2 3QA. IPS, JHAC, JHPT, JHWM, JHWNC, SPTCL, SarumTL and IPS Plc have their registered office at Trinity House, Buckingway Business Park, Anderson Road, Swavesey, Cambs CB24 4UQ. PAL, STL, UPT and UPTL have their registered office at Dunn s House, St Paul s Road, Salisbury, SP2 7BF. JHIC is regulated by the Jersey Financial Services Commission and JHAC, JHWM, IPS and IPS Plc are authorised and regulated by the Financial Conduct Authority. The provision of Small Self Administered Schemes (SSAS) and trustee and/or administration services for SSAS are not regulated by the FCA. Therefore, IPS and IPS Plc are not regulated by the FCA in relation to these schemes or services.(01/14) JHP 0156 SEP16 LD
Process guide: Managing income online. Contents. For financial advisers only GUIDE. Current income details. Confirmation. Income history.
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