At Delta we provide a range of training services and options to help clients make the best use of our software.
We host regular, scheduled webinars and training events using a variety of formats and can customise a course or workshop tailored to your needs which can be delivered at a time and in a location convenient to you.
Our training is delivered by a member of the Delta Support & Training Team ensuring that you and your staff receive training direct from us, the software provider, and is highly focused on the effective use of the system for the specific area covered.
If you have any suggestions about topics you would like to see included in the e-learning or public sessions, or would like to arrange bespoke training, please contact our Training & Documentation Manager who will be happy to discuss your ideas and requirements in more detail.
There is a simple cancellation policy for all face to face training courses and e-learning events. For public training courses, there is a charge of 50% of the price for cancellation within 10 working days of the course, and 100% of the price for cancellations with 5 working days.
For private training courses, there is a charge of 50% of the price for cancellation within 15 working days of the course, and 100% of the price for cancellations with 10 working days, plus the full cost of any disbursements booked which are then not refundable, e.g. travel or hotels.
Delta reserves the right to cancel any training course at any time due to insufficient demand but will always endeavour to give not less than 7 calendar days notice, unless cancellation is due to an exceptional event outside of our control e.g. the sudden illness or non-availability of the course instructor.
The schedule of our free webinars over the coming months is as follows:
|Date||Course Subject||System||Cost||Course Content|
|Thursday 21 September 2017||Pension Scheme Return (PSR)||Platinum~Pro SSAS~Pro||Free||SSAS PSR Webinar|
|Thursday 28th September 2017||Pension Scheme Return (PSR)||Filemaker|
SIPP~Pro & SSAS~Pro
|Wednesday 11th October 2017||Technical IT||System IT Technical||Free||Technical Seminar|
|Thursday 19 October 2017||Batch Processes||Platinum~Pro SSAS~Pro||Free||SSAS Batch Processes Webinar|
|Thursday 26th October 2017||Capital Adequacy||Filemaker|
SIPP~Pro & SSAS~Pro
|Free||Cap Ad Webinar|
|Thursday 23rd November 2017||Death Benefits||Filemaker|
SIPP~Pro & SSAS~Pro
|Free||Death Benefits Webinar|
The webinars start at 11.00 and finish at 12.00 with the exception of Technical IT sessions which start at 9.30 and finish at 12.30.
Please click on the Course Content above to see more details.
When registering for a webinar please only register those attendees that require an individual login.
In today’s highly regulated world of self-administered pensions, Delta offers a range of consultancy services designed to complement existing administration and compliance functions. These services are delivered by a team with a depth of experience in designing and managing SSAS and SIPP products over many years.
We are able to undertake a range of projects, working with managers and administrators to give an arm’s length objective view coupled with practicality.
- Systems & Process Reviews – comprehensive examinations of existing processes and controls including all regulatory issues;
- Documentation of Procedures – preparation of procedures manual and checklists;
- Due Diligence – assessment of data quality and client files;
- File Reviews – periodic reviews of client files to determine whether processes have been adhered to.
Monthly Gilt Yields – GAD Rates
This section contains information that administrators of self-administered pensions may find useful or which they may need to check regularly.
Many of our system users have had problems obtaining the monthly gilt yield needed on which to base the relevant GAD rates when a client enters drawdown, as this information is based on UK Gilts (15 years) from the FTSE UK Gilt Indices, as published in the Financial Times for the 15th day of the calendar month. The yield that should be used in this context is as follows:
- the gilt yield prevailing on the 15th day of each month, if that day is a working day
- if the 15th day is not a working day, then the gilt yield for the working day preceding the 15th should be used.
This section serves as a reference point to this information for our user in case they have had difficulty obtaining the prevailing rate themselves.
Gilt Yield Table
|Month||Year||Gilt Yield||Date Declared||Effective Date|
This information is provided by Delta Financial Systems purely as a guide. You should not rely solely on the information provided by Delta Financial Systems as we cannot provide any guarantees as to the validity of the data. Gilt yields can also be obtained directly from the Financial Times.