Please note that employer contributions can be made by bank transfer and standing order, we currently do not support employer contributions by direct debits. The payment needs to be made from the employer account registered in the 'Client details' tab for the payment to be accepted. See here for how to make updates to these; Updating your client's details.

The following information also needs to be in the Client details page as a pre-requisite to this process; company name, registration number and company address. 

If the contribution is regular, we require a Regular Employer Contribution Agreement in order to finalize setting up the payment. You can find this document here. Please send this to servicecentre@soderbergpartner.com.

Regular payments can be made on the following dates of the month: 1st, 7th, 14th, 21st, 28th. 

Making employer contributions to a SIPP

• Go to the Adviser Portal and log in. 
• Locate your client in the system, either via the Clients tab in the top menu, or by using the Client Search function.

• Open the client's SIPP account, click Account actions and Pay in.

• Now choose if the contribution is Single or Regular, and confirm that it is the client's employer making the contribution. At this point if the employer information is missing from the client details page, you will be prompted to add this.

• You will note that a message appears stating the 'Employer regular contribution agreement' needs to be completed'. Please fill this in and send it to servicecentre@soderbergpartners.com.
• If you have selected 'Regular payment' you will need to select the payment day.

• Next you will need to select if the payment is to be auto-invested:

If you select no, the regulars will remain in cash when they are applied to the account.

If you select yes, and the account has an investment strategy set up, the payment will trade as per the default investment strategy, which can either be a model or a bespoke selection of funds.

N.B. you can view and update the chosen investment strategy within the Account details tab. See here for more information.

If the client does not have a default investment strategy, you will be given the option to add investments with the help of the search bar. 

• If you are keying a Single payment you will need select yes to the employer making the contributions and then enter the cross contribution. 

• You will then need to select if you would like to take an adviser fee. This only applies to single payments in.

• Click Review to double check that all the information was entered correctly, then click Submit. 

• Payment information appears on the screen and you must ensure these are provided to the employer so they can set up the payment/s.