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filler@godaddy.com
Signed in as:
filler@godaddy.com
We advised a large platform on their variation of permissions application, with the addition of pensions permissions. We assisted with the application, changes to work processes and reporting.
SIPP Consulting established a transfer plan for the client and assisted in the implementation of the transfer. We provided guidance on trust deed structure, re-registration of assets and communication with clients.
We assisted a major law firm in reviewing a number of non-standard assets and how clients could remove these from their pension scheme.
Building from the ground up a SIPP offering for a newly launched investment platform. Along with the standard requirements, the client wished to added additional functionality which we were happy to advise on.
We were asked to review the existing product offering of an established platform and advise on changes/enhancements that could be made.
We were challenged to provide the workflows and structure for a new administration system. The system requirements as such that it would not just onboard clients seamlessly but also confirm and cleanse the client and asset data. This is an ongoing project for 2025.