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How to view details of your existing Liberty SIPP clients?

 

On the adviser portal homepage you will find the option to ‘find your client’. Here you will find a number of ways to search for your client. You can search via some of their basic details, investments and also search for specific advisers clients.

Once you select the client that you are looking for you will be taken through to a summary page called your client plan. You will find the following details here:

  • Asset summary and valuations
  • % and £ of crystallised and uncrystallised funds
  • Pending transactions like contributions, transfers and drawdown payments
  • Completed transactions which will show the ins and outs of the clients SIPP bank account

From this page you can also view basic details for the client by selecting the ‘details’ tab at the top of the page. You will also find a document management tool where you can find any client documentation that we have sent out in the post.

On the left hand side of the page you will see the clients name in an orange tab. To get details of transfers, contributions and drawdown information, please click into this tab. You will notice that several client workflows will show up below this tab and simply click into each of them to find the desired information.

You’re all done!

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