Delta Financial Systems Limited

Product Sales Data Reporting – New Type 21 category

The FCA has introduced a new Type 21 category for Product Sales Data (PSD) reporting relating to transactions where a SIPP member opts out from auto-enrolment. We are currently considering how this will be incorporated into the existing PSD reporting in SIPP~Pro with the view to adding it at the next upgrade.

If you require any help with recording and reporting Type 21 transactions in the meantime please contact the Support team on 0845 6800143.