You can track your client’s last 10 crystallisations on the platform using the Crystallisations view, which gives you a concise summary of crystallisation statuses, dates, taxable and non-taxable amounts, crystallisation dates, crystallisation type and whether it’s a full crystallisation. 

Status descriptions:

Pending:  The instruction has been placed but is yet to be processed

Waiting:  The instruction is being reviewed by our Pensions Team

Calculated:  The amounts have been confirmed and the BCE is in the process of being completed

Completed:  The instruction has completed and payment sent to the client

Rejected:  The instruction could not be processed – we will contact you in this instance with a reason and next steps

 
Please note: the crystallisation date is when the crystallisation is keyed on to the platform.