A wide range of statements and reports can be produced from the Administration Module of SIPP~Pro for forwarding to scheme members. These include cancellation notices, Pension Input Period certificates, Benefit Crystallisation Event certificates and summaries of investment holdings.

Annual Review Pack

The Annual Review Pack module enables users to generate a comprehensive review pack for a single or found set of members. For example, packs can be run for all members with a renewal date of a particular month at the click of one button.

The pack includes everything required to satisfy HMRC, FSA and DWP regulations governing information that must be provided to members at least once every twelve months, including:

•   Income and Expenditure Summary
•   Pension Input Period Statement
•   Lifetime Allowance Statement
•   Pension Limit Report
•   Investment Summary
•   Bank Transaction Statement
•   Value of uncrystallised and crystallised funds split between protected and non-protected rights
•   Statutory Money Purchase Illustration