Employer and Employee contributions - relief at source- Dec2021

Applicable where the use case involves the need to enter an employer contribution and a separate employee contribution (as this value is a contribution after the deduction of income tax).

For both of these entries the bank details will need to be that of the employer.

The investor's bank details will be present in the Portal - and there is no ability to enter a second set of bank details.  

Approach

The IFA Firm should enter the employer DD and raise a Freshdesk ticket.

Hubwise Customer Service Team will then add the employer bank detail to the investor account record and set this to "primary".  

This will default the bank details to the employer bank sort code and account number so that the employee DD contribution can be executed.   

Once complete the primary identifier can be changed back to the original bank details by Hubwise 

This use case is uncommon - the adviser portal should be changed to allow the user to confirm that a relief at source arrangement is being undertaken.  This will take a software change - which is yet to be scheduled.  In the meantime given the very few cases involved, the above approach should be taken.