You are unable to amend a regular crytallisation directly, however you can cancel this and reset it up. You can do this by following the below process:
- First, locate your client in the system, either via the Clients tab in the top menu, or by using the Client Search Function
- Then go to the clients SIPP Account, click Account Actions and Crystallise
- You will then see the existing regular crystallisation the client has set up.
- You will then need to press Cancel and re set up the regular crystallisation with the amounts needed.