Moving Pension Payments

For some SIPPs, separate member records have had to be created for different batches of segments. At the next recalculation of limits those batches of segments can be amalgamated into the main record. The program can move the past pension payments to the main member so that all pension payments are available under the same member. The program produces a spreadsheet to provide a record of the data applying before the change and the data after the change (which can be printed and kept on the file).

The process can be reversed but it is recommended that payments are moved after carefully checking.