Delta Financial Systems Limited

Functionality for Simple SIPPs

During the course of this year we have seen a notable trend towards ‘Simple SIPPs’ with a number of you seeking to develop simplified products with limited investment options. The introduction of auto enrolment has also led to the development of corporate SIPP products aimed at small to medium sized employers to replace Nest.

We have a range of functionality to enable you to facilitate these schemes including:

  • An Online Application Form where advisers or members can complete application forms online with the automatic creation of SIPP~Pro records. If you have developed your own online form we can provide a Member Data Import Module to enable the import of data to create SIPP~Pro records;
  • Bulk Contribution Routine enabling the auto creation of regular contribution records;
  • Generic Investment Feed Module whereby portfolio values can be updated for any number of investments on a regular basis.

We are working with a number of you to develop more straight through processing to keep manual processing to a minimum and would welcome any feedback you might have on areas where we can help you.