SIPP~Web

A range of modules have been developed to enable users to give members and their advisers access to data and forms via the web.

The SIPP~Web Module enables users to publish static member data held in the SIPP~Pro database via their own website, which in turn links to a unique URL supplied by Delta.

Member and adviser access to the site is controlled by the user by granting unique user names and passwords, which are recorded on SIPP~Pro.  Advisers are able to view the records of all of their clients whereas the member would only be able to view details of his own SIPP.

To view a demonstration of SIPP~Web click on the link above for either the Advisor or the Member.

Application Form

The Online Application Form (OLAF) Module enables SIPP~Pro users to offer the completion of a PDF of their application form on their website.

Different application forms can be created under different brandings, with each branding used by many different advisers or a brand may be exclusively used by just one adviser.

Data entered into forms is saved in the module, which is then automatically populated into SIPP~Pro with one click when the form is received. The module is also useful for tracking pipeline business from advisers.

To view a demonstration of SIPP~Web click on the link above for either the Advisor or the Member.

Any details created as a member can only be accessed by the member in question or the Scheme Administrator via the Delta Module Manager, any application form created by an adviser can be accessed by that adviser, other advisers that are part of the same company for that application form brand and the Scheme Administrator. Please do not create any personal details on the applications forms as this information may be viewed by other clients reviewing the demo system.